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 | $8,352 | $114,047-92.7% | $96,139-91.3% | $167,490-95.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 68.4%-18.4pp | 82.1%-32.1pp |
| Annual return | 92.68% | 189.88%-97.2pp | 191.94%-99.3pp | 478.56%-385.9pp |
| Employer contribution / active EE | $3,600 | $3,427+5.1% | $2,797+28.7% | $4,837-25.6% |
| Participant deferral / active EE | $3,725 | $5,194-28.3% | $4,349-14.3% | $6,341-41.3% |
| Admin fee / account holder | $21 | $6,897-99.7% | $5,537-99.6% | $12,309-99.8% |