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 | $8,284 | $72,012-88.5% | $185,823-95.5% | $79,858-89.6% |
| Participation rate | 26.1% | 65.8%-39.7pp | 78.0%-51.9pp | 69.6%-43.5pp |
| Annual return | 0.00% | 23.12%-23.1pp | 35.95%-36.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,945 | $3,779-48.5% | $5,632-65.5% | $3,740-48.0% |
| Admin fee / account holder | $278 | $4,513-93.8% | $9,500-97.1% | $5,306-94.8% |