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 4-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 | $4,601 | $80,717-94.3% | $154,803-97.0% | $84,808-94.6% |
| Participation rate | 30.4% | 66.8%-36.4pp | 78.1%-47.6pp | 68.3%-37.9pp |
| Annual return | 45.56% | 37.96%+7.6pp | 58.88%-13.3pp | 40.90%+4.7pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,458 | $3,303-55.9% | $5,540-73.7% | $4,212-65.4% |
| Admin fee / account holder | $26 | $6,746-99.6% | $14,329-99.8% | $7,344-99.6% |