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 | $3,987 | $64,839-93.9% | $95,585-95.8% | $84,808-95.3% |
| Participation rate | 33.3% | 63.8%-30.5pp | 72.1%-38.7pp | 68.3%-35.0pp |
| Annual return | 22.46% | -670.96%+693.4pp | 38.56%-16.1pp | 40.90%-18.4pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $950 | $2,965-68.0% | $4,023-76.4% | $4,212-77.4% |
| Admin fee / account holder | $233 | $5,964-96.1% | $6,127-96.2% | $7,344-96.8% |