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 | $17,451 | $162,781-89.3% | $133,956-87.0% | $158,922-89.0% |
| Participation rate | 41.7% | 83.2%-41.6pp | 79.8%-38.2pp | 82.0%-40.3pp |
| Annual return | 63.77% | 41.94%+21.8pp | 45.09%+18.7pp | 302.83%-239.1pp |
| Employer contribution / active EE | $1,002 | $4,975-79.9% | $3,919-74.4% | $4,761-79.0% |
| Participant deferral / active EE | $3,256 | $5,911-44.9% | $5,048-35.5% | $5,982-45.6% |
| Admin fee / account holder | $264 | $11,736-97.7% | $8,927-97.0% | $11,246-97.6% |