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 | $2,123 | $27,641-92.3% | $61,373-96.5% | $68,494-96.9% |
| Participation rate | 59.0% | 39.5%+19.5pp | 52.6%+6.4pp | 67.9%-8.9pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $545 | $695-21.7% | $1,159-53.0% | $2,596-79.0% |
| Participant deferral / active EE | $868 | $1,263-31.3% | $2,125-59.1% | $4,027-78.4% |
| Admin fee / account holder | $79 | $2,010-96.1% | $2,130-96.3% | $5,403-98.5% |