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 | $7,629 | $57,281-86.7% | $86,612-91.2% | $75,163-89.9% |
| Participation rate | 67.4% | 63.2%+4.2pp | 71.7%-4.3pp | 67.2%+0.3pp |
| Annual return | 23.15% | 2670.75%-2647.6pp | 591.07%-567.9pp | 160.62%-137.5pp |
| Employer contribution / active EE | $409 | $2,314-82.3% | $3,022-86.5% | $2,670-84.7% |
| Participant deferral / active EE | $2,069 | $3,318-37.6% | $4,438-53.4% | $4,125-49.8% |
| Admin fee / account holder | $257 | $4,112-93.8% | $5,614-95.4% | $5,651-95.5% |