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 | $6,603 | $127,264-94.8% | $109,895-94.0% | $167,490-96.1% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.2%-54.2pp | 82.1%-62.1pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.45%-29.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $247 | $3,322-92.6% | $2,842-91.3% | $4,837-94.9% |
| Participant deferral / active EE | $1,032 | $4,514-77.1% | $4,048-74.5% | $6,341-83.7% |
| Admin fee / account holder | $9 | $7,114-99.9% | $6,066-99.9% | $12,309-99.9% |