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 7-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 | $10,317 | $183,963-94.4% | $162,163-93.6% | $152,861-93.3% |
| Participation rate | 55.6% | 88.5%-33.0pp | 87.6%-32.0pp | 82.4%-26.9pp |
| Annual return | 0.00% | 150.76%-150.8pp | 115.59%-115.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,705 | $6,371-73.2% | $5,614-69.6% | $4,762-64.2% |
| Participant deferral / active EE | $3,649 | $8,034-54.6% | $7,298-50.0% | $5,850-37.6% |
| Admin fee / account holder | $266 | $13,121-98.0% | $10,843-97.6% | $11,596-97.7% |