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 10-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 | $12,400 | $176,662-93.0% | $130,648-90.5% | $152,861-91.9% |
| Participation rate | 33.3% | 79.0%-45.6pp | 71.7%-38.4pp | 82.4%-49.1pp |
| Annual return | 15.09% | 2692.24%-2677.2pp | 1708.96%-1693.9pp | 345.32%-330.2pp |
| Employer contribution / active EE | $531 | $5,742-90.8% | $4,092-87.0% | $4,762-88.9% |
| Participant deferral / active EE | $686 | $4,361-84.3% | $3,603-81.0% | $5,850-88.3% |
| Admin fee / account holder | $115 | $7,133-98.4% | $5,464-97.9% | $11,596-99.0% |