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 | $14,372 | $72,277-80.1% | $101,248-85.8% | $79,858-82.0% |
| Participation rate | 40.8% | 68.5%-27.6pp | 75.8%-35.0pp | 69.6%-28.8pp |
| Annual return | 21.54% | 22.30%-0.8pp | 46.47%-24.9pp | 31.71%-10.2pp |
| Employer contribution / active EE | $971 | $2,692-63.9% | $3,660-73.5% | $2,471-60.7% |
| Participant deferral / active EE | $1,890 | $3,282-42.4% | $4,370-56.8% | $3,740-49.5% |
| Admin fee / account holder | $282 | $4,400-93.6% | $5,945-95.3% | $5,306-94.7% |