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 | $12,144 | $83,908-85.5% | $68,509-82.3% | $125,391-90.3% |
| Participation rate | 58.8% | 78.2%-19.3pp | 74.7%-15.9pp | 83.2%-24.4pp |
| Annual return | -3.17% | 14.48%-17.7pp | 8.27%-11.4pp | 282.22%-285.4pp |
| Employer contribution / active EE | $664 | $3,031-78.1% | $2,278-70.8% | $4,866-86.3% |
| Participant deferral / active EE | $1,789 | $4,125-56.6% | $3,382-47.1% | $5,352-66.6% |
| Admin fee / account holder | $45 | $8,982-99.5% | $5,275-99.1% | $9,540-99.5% |