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 | $5,685 | $48,230-88.2% | $67,502-91.6% | $80,856-93.0% |
| Participation rate | 44.7% | 66.4%-21.6pp | 72.9%-28.1pp | 67.6%-22.9pp |
| Annual return | 16.17% | 18.28%-2.1pp | 3512.12%-3495.9pp | 35.59%-19.4pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $930 | $2,924-68.2% | $4,000-76.8% | $4,296-78.4% |
| Admin fee / account holder | $228 | $3,681-93.8% | $3,998-94.3% | $6,918-96.7% |