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 | $10,859 | $99,985-89.1% | $146,665-92.6% | $85,850-87.4% |
| Participation rate | 56.0% | 73.1%-17.1pp | 80.1%-24.1pp | 69.3%-13.3pp |
| Annual return | 0.00% | 18.93%-18.9pp | 22.74%-22.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,845 | $2,559-27.9% | $4,136-55.4% | $2,565-28.1% |
| Participant deferral / active EE | $4,174 | $4,006+4.2% | $5,506-24.2% | $3,952+5.6% |
| Admin fee / account holder | $44 | $7,702-99.4% | $10,280-99.6% | $6,260-99.3% |