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 3-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 | $19,979 | $102,317-80.5% | $146,958-86.4% | $80,856-75.3% |
| Participation rate | 68.8% | 75.8%-7.1pp | 82.2%-13.4pp | 67.6%+1.1pp |
| Annual return | 21.29% | 134.76%-113.5pp | 418.34%-397.0pp | 35.59%-14.3pp |
| Employer contribution / active EE | $2,195 | $3,713-40.9% | $4,933-55.5% | $2,755-20.3% |
| Participant deferral / active EE | $3,066 | $6,644-53.9% | $8,070-62.0% | $4,296-28.6% |
| Admin fee / account holder | $17 | $7,941-99.8% | $12,998-99.9% | $6,918-99.8% |