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 | $26,630 | $131,829-79.8% | $108,579-75.5% | $273,961-90.3% |
| Participation rate | 54.5% | 83.5%-28.9pp | 79.6%-25.0pp | 83.0%-28.5pp |
| Annual return | 6.62% | -91.57%+98.2pp | -51.70%+58.3pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,170 | $4,912-76.2% | $3,758-68.9% | $4,869-76.0% |
| Participant deferral / active EE | $2,508 | $5,127-51.1% | $4,311-41.8% | $5,287-52.6% |
| Admin fee / account holder | $198 | $10,252-98.1% | $7,645-97.4% | $10,132-98.0% |