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 4-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 | $15,228 | $78,926-80.7% | $136,749-88.9% | $84,808-82.0% |
| Participation rate | 40.0% | 62.2%-22.2pp | 72.1%-32.1pp | 68.3%-28.3pp |
| Annual return | 12.55% | 18.17%-5.6pp | 24.33%-11.8pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,182 | $2,134-44.6% | $3,400-65.2% | $2,631-55.1% |
| Participant deferral / active EE | $1,509 | $3,168-52.4% | $4,692-67.8% | $4,212-64.2% |
| Admin fee / account holder | $191 | $6,369-97.0% | $11,386-98.3% | $7,344-97.4% |