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 6-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 | $19,927 | $150,440-86.8% | $136,294-85.4% | $147,584-86.5% |
| Participation rate | 61.9% | 84.4%-22.5pp | 81.9%-20.0pp | 82.8%-20.9pp |
| Annual return | 27.43% | 1049.08%-1021.6pp | 5155.94%-5128.5pp | 578.55%-551.1pp |
| Employer contribution / active EE | $1,938 | $5,256-63.1% | $4,695-58.7% | $4,876-60.3% |
| Participant deferral / active EE | $4,466 | $6,630-32.6% | $6,247-28.5% | $5,439-17.9% |
| Admin fee / account holder | $5 | $10,905-100.0% | $9,243-99.9% | $10,885-100.0% |