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 6-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 | $5,790 | $97,757-94.1% | $83,848-93.1% | $135,375-95.7% |
| Participation rate | 37.5% | 80.0%-42.5pp | 76.1%-38.6pp | 82.6%-45.1pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,082 | $4,222-74.4% | $3,631-70.2% | $4,779-77.4% |
| Participant deferral / active EE | $2,065 | $4,682-55.9% | $4,082-49.4% | $5,609-63.2% |
| Admin fee / account holder | $14 | $6,674-99.8% | $5,478-99.7% | $10,827-99.9% |