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 | $22,753 | $180,449-87.4% | $154,107-85.2% | $135,375-83.2% |
| Participation rate | 52.9% | 87.4%-34.5pp | 83.0%-30.1pp | 82.6%-29.7pp |
| Annual return | -6.50% | 888.09%-894.6pp | 735.12%-741.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,259 | $6,035-62.6% | $5,298-57.4% | $4,779-52.7% |
| Participant deferral / active EE | $2,484 | $5,806-57.2% | $5,081-51.1% | $5,609-55.7% |
| Admin fee / account holder | $113 | $16,143-99.3% | $13,411-99.2% | $10,827-99.0% |