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 | $9,135 | $202,432-95.5% | $169,368-94.6% | $139,434-93.4% |
| Participation rate | 41.7% | 81.1%-39.4pp | 77.1%-35.5pp | 80.3%-38.7pp |
| Annual return | 42.96% | 531.74%-488.8pp | 405.60%-362.6pp | 372.94%-330.0pp |
| Employer contribution / active EE | $1,297 | $4,692-72.4% | $4,013-67.7% | $4,751-72.7% |
| Participant deferral / active EE | $1,438 | $6,938-79.3% | $6,221-76.9% | $6,710-78.6% |
| Admin fee / account holder | $232 | $10,708-97.8% | $9,003-97.4% | $11,403-98.0% |