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 | $19,280 | $93,571-79.4% | $135,903-85.8% | $75,163-74.3% |
| Participation rate | 56.3% | 75.2%-18.9pp | 81.9%-25.7pp | 67.2%-10.9pp |
| Annual return | 123.57% | 30.90%+92.7pp | 68.23%+55.3pp | 160.62%-37.0pp |
| Employer contribution / active EE | $2,013 | $3,537-43.1% | $4,856-58.5% | $2,670-24.6% |
| Participant deferral / active EE | $4,327 | $6,404-32.4% | $7,758-44.2% | $4,125+4.9% |
| Admin fee / account holder | $2 | $6,975-100.0% | $10,762-100.0% | $5,651-100.0% |