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 8-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 | $3,759 | $211,958-98.2% | $169,463-97.8% | $135,375-97.2% |
| Participation rate | 54.5% | 82.6%-28.1pp | 77.8%-23.2pp | 82.6%-28.1pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.73%-519.7pp |
| Employer contribution / active EE | $453 | $5,120-91.1% | $4,159-89.1% | $4,779-90.5% |
| Participant deferral / active EE | $1,905 | $6,075-68.6% | $5,277-63.9% | $5,609-66.0% |
| Admin fee / account holder | $7 | $11,471-99.9% | $9,109-99.9% | $10,827-99.9% |