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 | $19,329 | $211,958-90.9% | $169,463-88.6% | $135,375-85.7% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -3.93% | 3.26%-7.2pp | 1.83%-5.8pp | 519.73%-523.7pp |
| Employer contribution / active EE | $1,230 | $5,120-76.0% | $4,159-70.4% | $4,779-74.3% |
| Participant deferral / active EE | $1,730 | $6,075-71.5% | $5,277-67.2% | $5,609-69.2% |
| Admin fee / account holder | $190 | $11,471-98.3% | $9,109-97.9% | $10,827-98.2% |