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 | $3,517 | $127,777-97.2% | $106,548-96.7% | $167,490-97.9% |
| Participation rate | 62.5% | 78.3%-15.8pp | 76.1%-13.6pp | 82.1%-19.6pp |
| Annual return | 0.00% | 33.87%-33.9pp | 26.80%-26.8pp | 478.56%-478.6pp |
| Employer contribution / active EE | $785 | $3,427-77.1% | $2,819-72.2% | $4,837-83.8% |
| Participant deferral / active EE | $1,818 | $5,087-64.3% | $4,398-58.7% | $6,341-71.3% |
| Admin fee / account holder | $2 | $11,228-100.0% | $7,407-100.0% | $12,309-100.0% |