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 | $3,813 | $56,897-93.3% | $84,750-95.5% | $62,891-93.9% |
| Participation rate | 68.9% | 68.5%+0.4pp | 76.6%-7.7pp | 69.3%-0.4pp |
| Annual return | 10.64% | 6.30%+4.3pp | 22.78%-12.1pp | 20.14%-9.5pp |
| Employer contribution / active EE | $747 | $2,400-68.9% | $3,574-79.1% | $2,281-67.3% |
| Participant deferral / active EE | $1,142 | $2,709-57.8% | $3,712-69.2% | $3,203-64.3% |
| Admin fee / account holder | $240 | $3,581-93.3% | $5,332-95.5% | $4,296-94.4% |