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 | $12,126 | $115,882-89.5% | $100,516-87.9% | $158,922-92.4% |
| Participation rate | 60.0% | 81.6%-21.6pp | 79.4%-19.4pp | 82.0%-22.0pp |
| Annual return | 933.19% | 34.79%+898.4pp | 30.89%+902.3pp | 302.83%+630.4pp |
| Employer contribution / active EE | $5,050 | $4,103+23.1% | $3,418+47.8% | $4,761+6.1% |
| Participant deferral / active EE | $5,121 | $6,674-23.3% | $6,270-18.3% | $5,982-14.4% |
| Admin fee / account holder | $22 | $10,995-99.8% | $8,081-99.7% | $11,246-99.8% |