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 | $10,607 | $183,519-94.2% | $155,509-93.2% | $145,922-92.7% |
| Participation rate | 57.9% | 82.7%-24.8pp | 78.2%-20.3pp | 80.3%-22.4pp |
| Annual return | 13.73% | 61.17%-47.4pp | 64.67%-50.9pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,440 | $5,313-72.9% | $4,672-69.2% | $4,660-69.1% |
| Participant deferral / active EE | $3,022 | $6,462-53.2% | $5,626-46.3% | $6,688-54.8% |
| Admin fee / account holder | $257 | $19,313-98.7% | $15,912-98.4% | $13,397-98.1% |