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 | $6,514 | $77,899-91.6% | $149,673-95.6% | $75,163-91.3% |
| Participation rate | 34.6% | 65.6%-31.0pp | 78.8%-44.2pp | 67.2%-32.6pp |
| Annual return | 0.00% | 31.72%-31.7pp | 134.42%-134.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $416 | $3,137-86.8% | $4,818-91.4% | $2,670-84.4% |
| Participant deferral / active EE | $2,018 | $3,411-40.8% | $5,680-64.5% | $4,125-51.1% |
| Admin fee / account holder | $73 | $5,956-98.8% | $13,210-99.5% | $5,651-98.7% |