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 | $14,115 | $163,101-91.3% | $136,749-89.7% | $142,382-90.1% |
| Participation rate | 50.0% | 78.2%-28.2pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 33.62% | 27.54%+6.1pp | 24.33%+9.3pp | 217.08%-183.5pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,400-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,392 | $5,585-39.3% | $4,692-27.7% | $6,507-47.9% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |