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 | $17,669 | $227,553-92.2% | $189,557-90.7% | $167,490-89.5% |
| Participation rate | 52.9% | 82.5%-29.5pp | 78.4%-25.5pp | 82.1%-29.2pp |
| Annual return | 13.63% | 78.40%-64.8pp | 64.17%-50.5pp | 478.56%-464.9pp |
| Employer contribution / active EE | $945 | $5,316-82.2% | $4,412-78.6% | $4,837-80.5% |
| Participant deferral / active EE | $1,409 | $7,002-79.9% | $6,174-77.2% | $6,341-77.8% |
| Admin fee / account holder | $10 | $11,878-99.9% | $9,807-99.9% | $12,309-99.9% |