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 | $6,372 | $113,339-94.4% | $94,993-93.3% | $147,584-95.7% |
| Participation rate | 36.8% | 78.0%-41.1pp | 73.9%-37.0pp | 82.8%-46.0pp |
| Annual return | 0.00% | 20.77%-20.8pp | 27.12%-27.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $298 | $3,160-90.6% | $2,603-88.5% | $4,876-93.9% |
| Participant deferral / active EE | $848 | $3,777-77.5% | $3,317-74.4% | $5,439-84.4% |
| Admin fee / account holder | $110 | $6,063-98.2% | $4,960-97.8% | $10,885-99.0% |