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 | $11,062 | $68,547-83.9% | $120,354-90.8% | $80,856-86.3% |
| Participation rate | 28.6% | 61.6%-33.0pp | 71.9%-43.3pp | 67.6%-39.1pp |
| Annual return | 16.92% | 23.60%-6.7pp | 107.15%-90.2pp | 35.59%-18.7pp |
| Employer contribution / active EE | $1,071 | $2,051-47.8% | $3,463-69.1% | $2,755-61.1% |
| Participant deferral / active EE | $0 | $3,173-100.0% | $4,991-100.0% | $4,296-100.0% |
| Admin fee / account holder | $20 | $5,732-99.7% | $9,423-99.8% | $6,918-99.7% |