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 5-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 | $6,095 | $117,690-94.8% | $71,735-91.5% | $134,475-95.5% |
| Participation rate | 9.5% | 68.8%-59.3pp | 62.3%-52.8pp | 81.2%-71.7pp |
| Annual return | -17.69% | 25.44%-43.1pp | 9.14%-26.8pp | 417.96%-435.6pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $578 | $3,759-84.6% | $2,658-78.3% | $6,400-91.0% |
| Admin fee / account holder | $0 | $6,379-100.0% | $3,974-100.0% | $11,426-100.0% |