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 | $10,801 | $138,044-92.2% | $125,339-91.4% | $134,475-92.0% |
| Participation rate | 64.7% | 84.5%-19.8pp | 82.4%-17.7pp | 81.2%-16.5pp |
| Annual return | 31.61% | 750.33%-718.7pp | 572.05%-540.4pp | 417.96%-386.4pp |
| Employer contribution / active EE | $3,365 | $5,243-35.8% | $4,814-30.1% | $4,740-29.0% |
| Participant deferral / active EE | $4,324 | $7,799-44.6% | $7,446-41.9% | $6,400-32.4% |
| Admin fee / account holder | $143 | $11,571-98.8% | $10,010-98.6% | $11,426-98.7% |