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 3-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 | $1,823 | $24,733-92.6% | $69,647-97.4% | $74,495-97.6% |
| Participation rate | 65.6% | 63.5%+2.2pp | 66.5%-0.8pp | 67.2%-1.6pp |
| Annual return | 15.99% | 18.55%-2.6pp | 100.48%-84.5pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $454 | $1,001-54.6% | $1,712-73.5% | $2,623-82.7% |
| Participant deferral / active EE | $952 | $1,901-49.9% | $2,886-67.0% | $4,346-78.1% |
| Admin fee / account holder | $290 | $1,892-84.7% | $4,713-93.9% | $1,942-85.1% |