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 | $11,925 | $73,933-83.9% | $96,683-87.7% | $75,163-84.1% |
| Participation rate | 36.7% | 66.4%-29.8pp | 74.3%-37.7pp | 67.2%-30.5pp |
| Annual return | 40.47% | 26.70%+13.8pp | 35.69%+4.8pp | 160.62%-120.1pp |
| Employer contribution / active EE | $1,114 | $2,928-61.9% | $3,737-70.2% | $2,670-58.3% |
| Participant deferral / active EE | $1,922 | $3,659-47.5% | $4,878-60.6% | $4,125-53.4% |
| Admin fee / account holder | $11 | $5,216-99.8% | $6,730-99.8% | $5,651-99.8% |