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 | $4,716 | $57,281-91.8% | $86,612-94.6% | $75,163-93.7% |
| Participation rate | 43.1% | 63.2%-20.1pp | 71.7%-28.6pp | 67.2%-24.1pp |
| Annual return | 76.29% | 2670.75%-2594.5pp | 591.07%-514.8pp | 160.62%-84.3pp |
| Employer contribution / active EE | $837 | $2,314-63.8% | $3,022-72.3% | $2,670-68.7% |
| Participant deferral / active EE | $1,166 | $3,318-64.8% | $4,438-73.7% | $4,125-71.7% |
| Admin fee / account holder | $182 | $4,112-95.6% | $5,614-96.8% | $5,651-96.8% |