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 | $14,635 | $73,933-80.2% | $96,683-84.9% | $75,163-80.5% |
| Participation rate | 34.3% | 66.4%-32.1pp | 74.3%-40.1pp | 67.2%-32.9pp |
| Annual return | 29.56% | 26.70%+2.9pp | 35.69%-6.1pp | 160.62%-131.1pp |
| Employer contribution / active EE | $1,046 | $2,928-64.3% | $3,737-72.0% | $2,670-60.8% |
| Participant deferral / active EE | $1,901 | $3,659-48.1% | $4,878-61.0% | $4,125-53.9% |
| Admin fee / account holder | $284 | $5,216-94.6% | $6,730-95.8% | $5,651-95.0% |