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 9-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 | $7,523 | $60,124-87.5% | $90,404-91.7% | $79,858-90.6% |
| Participation rate | 64.7% | 65.0%-0.3pp | 72.7%-8.0pp | 69.6%-4.9pp |
| Annual return | 17.72% | 71.94%-54.2pp | 1293.02%-1275.3pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,046 | $2,068-49.4% | $3,262-67.9% | $2,471-57.7% |
| Participant deferral / active EE | $1,038 | $2,938-64.7% | $3,963-73.8% | $3,740-72.2% |
| Admin fee / account holder | $19 | $3,976-99.5% | $5,611-99.7% | $5,306-99.6% |