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 | $5,295 | $110,502-95.2% | $80,716-93.4% | $167,490-96.8% |
| Participation rate | 11.8% | 64.0%-52.2pp | 54.2%-42.4pp | 82.1%-70.3pp |
| Annual return | 14.84% | 120.54%-105.7pp | 87.28%-72.4pp | 478.56%-463.7pp |
| Employer contribution / active EE | $182 | $1,543-88.2% | $1,160-84.3% | $4,837-96.2% |
| Participant deferral / active EE | $188 | $2,871-93.5% | $2,146-91.2% | $6,341-97.0% |
| Admin fee / account holder | $17 | $4,545-99.6% | $3,380-99.5% | $12,309-99.9% |