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 7-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 | $9,284 | $72,012-87.1% | $185,823-95.0% | $79,858-88.4% |
| Participation rate | 55.1% | 65.8%-10.7pp | 78.0%-22.9pp | 69.6%-14.5pp |
| Annual return | 64.86% | 23.12%+41.7pp | 35.95%+28.9pp | 31.71%+33.2pp |
| Employer contribution / active EE | $1,073 | $1,965-45.4% | $4,087-73.8% | $2,471-56.6% |
| Participant deferral / active EE | $2,637 | $3,779-30.2% | $5,632-53.2% | $3,740-29.5% |
| Admin fee / account holder | $5 | $4,513-99.9% | $9,500-99.9% | $5,306-99.9% |