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 3-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 | $2,503 | $59,101-95.8% | $77,163-96.8% | $75,163-96.7% |
| Participation rate | 67.0% | 63.9%+3.2pp | 69.6%-2.5pp | 67.2%-0.1pp |
| Annual return | 0.00% | 26.71%-26.7pp | 37.87%-37.9pp | 160.62%-160.6pp |
| Employer contribution / active EE | $723 | $1,995-63.8% | $2,535-71.5% | $2,670-72.9% |
| Participant deferral / active EE | $1,128 | $2,999-62.4% | $3,833-70.6% | $4,125-72.6% |
| Admin fee / account holder | $168 | $4,774-96.5% | $5,472-96.9% | $5,651-97.0% |