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 | $6,568 | $53,162-87.6% | $91,220-92.8% | $68,494-90.4% |
| Participation rate | 30.2% | 63.2%-33.0pp | 73.2%-43.0pp | 67.9%-37.7pp |
| Annual return | 0.00% | -3.14%+3.1pp | 114.01%-114.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $780 | $1,709-54.4% | $2,850-72.6% | $2,596-70.0% |
| Participant deferral / active EE | $1,184 | $2,974-60.2% | $4,234-72.0% | $4,027-70.6% |
| Admin fee / account holder | $95 | $4,493-97.9% | $5,420-98.2% | $5,403-98.2% |