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 5-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 | $12,591 | $69,515-81.9% | $86,874-85.5% | $85,850-85.3% |
| Participation rate | 25.7% | 66.3%-40.6pp | 71.6%-45.9pp | 69.3%-43.6pp |
| Annual return | 28.41% | 20.12%+8.3pp | 63.52%-35.1pp | 318.53%-290.1pp |
| Employer contribution / active EE | $483 | $1,880-74.3% | $2,495-80.6% | $2,565-81.2% |
| Participant deferral / active EE | $1,741 | $2,919-40.4% | $3,699-52.9% | $3,952-55.9% |
| Admin fee / account holder | $87 | $5,972-98.5% | $5,828-98.5% | $6,260-98.6% |