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 8-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 | $15,605 | $58,512-73.3% | $84,015-81.4% | $72,985-78.6% |
| Participation rate | 29.5% | 61.2%-31.7pp | 69.0%-39.5pp | 69.5%-39.9pp |
| Annual return | 27.51% | 28.93%-1.4pp | 71.31%-43.8pp | 81.00%-53.5pp |
| Employer contribution / active EE | $892 | $1,163-23.3% | $1,983-55.0% | $2,440-63.4% |
| Participant deferral / active EE | $2,029 | $2,394-15.2% | $3,239-37.3% | $3,607-43.8% |
| Admin fee / account holder | $61 | $4,569-98.7% | $6,101-99.0% | $5,124-98.8% |