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 | $23,944 | $181,894-86.8% | $156,549-84.7% | $273,961-91.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 110.38% | 30.74%+79.6pp | 32.23%+78.2pp | 41.45%+68.9pp |
| Employer contribution / active EE | $3,056 | $6,248-51.1% | $5,501-44.4% | $4,869-37.2% |
| Participant deferral / active EE | $8,098 | $5,550+45.9% | $4,871+66.2% | $5,287+53.2% |
| Admin fee / account holder | $31 | $15,559-99.8% | $13,027-99.8% | $10,132-99.7% |