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 | $14,061 | $176,377-92.0% | $134,143-89.5% | $158,922-91.2% |
| Participation rate | 25.0% | 78.7%-53.7pp | 72.2%-47.2pp | 82.0%-57.0pp |
| Annual return | 9.16% | 63.63%-54.5pp | 36.33%-27.2pp | 302.83%-293.7pp |
| Employer contribution / active EE | $94 | $5,040-98.1% | $3,704-97.5% | $4,761-98.0% |
| Participant deferral / active EE | $181 | $4,091-95.6% | $3,499-94.8% | $5,982-97.0% |
| Admin fee / account holder | $105 | $8,718-98.8% | $6,684-98.4% | $11,246-99.1% |