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 9-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 | $12,789 | $63,346-79.8% | $92,233-86.1% | $70,131-81.8% |
| Participation rate | 63.4% | 68.7%-5.3pp | 76.5%-13.1pp | 69.5%-6.1pp |
| Annual return | 37.92% | 530.12%-492.2pp | 176.28%-138.4pp | 73.14%-35.2pp |
| Employer contribution / active EE | $1,859 | $2,471-24.8% | $3,679-49.5% | $2,342-20.7% |
| Participant deferral / active EE | $3,873 | $2,854+35.7% | $3,897-0.6% | $3,332+16.2% |
| Admin fee / account holder | $77 | $3,840-98.0% | $5,194-98.5% | $4,645-98.4% |