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 | $4,714 | $110,261-95.7% | $95,745-95.1% | $139,434-96.6% |
| Participation rate | 66.7% | 75.8%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 16.42% | 27.11%-10.7pp | 28.35%-11.9pp | 372.94%-356.5pp |
| Employer contribution / active EE | $990 | $3,257-69.6% | $2,835-65.1% | $4,751-79.2% |
| Participant deferral / active EE | $1,172 | $4,676-74.9% | $4,245-72.4% | $6,710-82.5% |
| Admin fee / account holder | $34 | $6,613-99.5% | $5,678-99.4% | $11,403-99.7% |