See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,442 | $169,032-95.6% | $129,207-94.2% | $145,922-94.9% |
| Participation rate | 62.5% | 76.4%-13.9pp | 69.6%-7.1pp | 80.3%-17.8pp |
| Annual return | 12.89% | 14330.11%-14317.2pp | 9417.33%-9404.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $372 | $5,537-93.3% | $4,153-91.0% | $4,660-92.0% |
| Participant deferral / active EE | $855 | $4,987-82.9% | $4,168-79.5% | $6,688-87.2% |
| Admin fee / account holder | $47 | $9,954-99.5% | $7,715-99.4% | $13,397-99.6% |