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 6-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 | $11,298 | $49,227-77.0% | $70,449-84.0% | $79,858-85.9% |
| Participation rate | 30.8% | 69.2%-38.4pp | 75.1%-44.3pp | 69.6%-38.9pp |
| Annual return | 26.46% | 30.06%-3.6pp | 109.03%-82.6pp | 31.71%-5.3pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,625 | $2,768-41.3% | $3,709-56.2% | $3,740-56.6% |
| Admin fee / account holder | $131 | $2,878-95.4% | $3,845-96.6% | $5,306-97.5% |