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 | $4,911 | $60,124-91.8% | $90,404-94.6% | $79,858-93.8% |
| Participation rate | 36.0% | 65.0%-29.0pp | 72.7%-36.7pp | 69.6%-33.6pp |
| Annual return | 0.00% | 71.94%-71.9pp | 1293.02%-1293.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $223 | $2,068-89.2% | $3,262-93.2% | $2,471-91.0% |
| Participant deferral / active EE | $1,160 | $2,938-60.5% | $3,963-70.7% | $3,740-69.0% |
| Admin fee / account holder | $71 | $3,976-98.2% | $5,611-98.7% | $5,306-98.7% |