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 | $12,564 | $53,018-76.3% | $70,014-82.1% | $62,891-80.0% |
| Participation rate | 38.2% | 67.2%-29.0pp | 71.8%-33.6pp | 69.3%-31.1pp |
| Annual return | 6.32% | 13.35%-7.0pp | 12.99%-6.7pp | 20.14%-13.8pp |
| Employer contribution / active EE | $759 | $1,799-57.8% | $2,338-67.5% | $2,281-66.7% |
| Participant deferral / active EE | $1,270 | $2,395-47.0% | $2,931-56.7% | $3,203-60.3% |
| Admin fee / account holder | $197 | $3,690-94.7% | $4,380-95.5% | $4,296-95.4% |