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 | $12,110 | $202,432-94.0% | $169,368-92.8% | $139,434-91.3% |
| Participation rate | 43.8% | 81.1%-37.3pp | 77.1%-33.4pp | 80.3%-36.6pp |
| Annual return | 39.50% | 531.74%-492.2pp | 405.60%-366.1pp | 372.94%-333.4pp |
| Employer contribution / active EE | $1,381 | $4,692-70.6% | $4,013-65.6% | $4,751-70.9% |
| Participant deferral / active EE | $2,075 | $6,938-70.1% | $6,221-66.6% | $6,710-69.1% |
| Admin fee / account holder | $18 | $10,708-99.8% | $9,003-99.8% | $11,403-99.8% |