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 6-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 | $9,117 | $115,770-92.1% | $101,248-91.0% | $158,922-94.3% |
| Participation rate | 42.9% | 79.4%-36.5pp | 75.8%-33.0pp | 82.0%-39.1pp |
| Annual return | 0.00% | 56.14%-56.1pp | 46.47%-46.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,252 | $4,175-70.0% | $3,660-65.8% | $4,761-73.7% |
| Participant deferral / active EE | $2,143 | $4,957-56.8% | $4,370-51.0% | $5,982-64.2% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |