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 | $12,254 | $48,570-74.8% | $130,648-90.6% | $72,985-83.2% |
| Participation rate | 22.8% | 58.6%-35.8pp | 71.7%-48.9pp | 69.5%-46.7pp |
| Annual return | 0.00% | 38.63%-38.6pp | 1708.96%-1709.0pp | 81.00%-81.0pp |
| Employer contribution / active EE | $551 | $1,334-58.7% | $4,092-86.5% | $2,440-77.4% |
| Participant deferral / active EE | $1,116 | $2,384-53.2% | $3,603-69.0% | $3,607-69.1% |
| Admin fee / account holder | $123 | $3,549-96.5% | $5,464-97.8% | $5,124-97.6% |