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 | $5,362 | $52,279-89.7% | $89,391-94.0% | $79,858-93.3% |
| Participation rate | 30.4% | 57.5%-27.1pp | 68.0%-37.5pp | 69.6%-39.2pp |
| Annual return | 21.07% | 22.16%-1.1pp | 245.62%-224.5pp | 31.71%-10.6pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,057 | $2,740-24.9% | $3,890-47.1% | $3,740-45.0% |
| Admin fee / account holder | $264 | $3,356-92.1% | $4,881-94.6% | $5,306-95.0% |