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 4-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 | $5,368 | $49,173-89.1% | $121,098-95.6% | $75,163-92.9% |
| Participation rate | 34.6% | 55.4%-20.8pp | 69.5%-34.9pp | 67.2%-32.6pp |
| Annual return | 234.36% | 55.99%+178.4pp | 985.75%-751.4pp | 160.62%+73.7pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,501 | $2,628-42.9% | $4,080-63.2% | $4,125-63.6% |
| Admin fee / account holder | $253 | $3,942-93.6% | $5,644-95.5% | $5,651-95.5% |