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 | $12,431 | $77,634-84.0% | $156,549-92.1% | $62,891-80.2% |
| Participation rate | 66.0% | 71.2%-5.2pp | 84.0%-18.1pp | 69.3%-3.3pp |
| Annual return | 19.87% | 50.32%-30.5pp | 32.23%-12.4pp | 20.14%-0.3pp |
| Employer contribution / active EE | $1,750 | $3,444-49.2% | $5,501-68.2% | $2,281-23.3% |
| Participant deferral / active EE | $3,246 | $3,045+6.6% | $4,871-33.4% | $3,203+1.3% |
| Admin fee / account holder | $75 | $5,561-98.7% | $13,027-99.4% | $4,296-98.3% |