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 7-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 | $8,204 | $78,422-89.5% | $95,952-91.4% | $79,858-89.7% |
| Participation rate | 64.0% | 73.5%-9.5pp | 77.1%-13.1pp | 69.6%-5.6pp |
| Annual return | 24.60% | 19.37%+5.2pp | 91.61%-67.0pp | 31.71%-7.1pp |
| Employer contribution / active EE | $1,019 | $1,945-47.6% | $2,541-59.9% | $2,471-58.8% |
| Participant deferral / active EE | $1,821 | $3,440-47.1% | $4,167-56.3% | $3,740-51.3% |
| Admin fee / account holder | $233 | $5,622-95.8% | $6,795-96.6% | $5,306-95.6% |