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 | $15,565 | $51,315-69.7% | $95,745-83.7% | $71,457-78.2% |
| Participation rate | 44.7% | 63.0%-18.3pp | 72.3%-27.5pp | 67.9%-23.2pp |
| Annual return | 28.10% | 25.26%+2.8pp | 28.35%-0.3pp | 28.85%-0.8pp |
| Employer contribution / active EE | $939 | $1,819-48.4% | $2,835-66.9% | $2,588-63.7% |
| Participant deferral / active EE | $1,639 | $3,358-51.2% | $4,245-61.4% | $4,289-61.8% |
| Admin fee / account holder | $159 | $1,137-86.0% | $5,678-97.2% | $1,587-90.0% |