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 4-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 | $21,799 | $79,944-72.7% | $98,439-77.9% | $75,163-71.0% |
| Participation rate | 16.7% | 70.4%-53.7pp | 75.2%-58.5pp | 67.2%-50.5pp |
| Annual return | 41.13% | 19.75%+21.4pp | 21.16%+20.0pp | 160.62%-119.5pp |
| Employer contribution / active EE | $766 | $2,264-66.2% | $3,048-74.9% | $2,670-71.3% |
| Participant deferral / active EE | $2,092 | $3,752-44.3% | $4,738-55.9% | $4,125-49.3% |
| Admin fee / account holder | $62 | $6,840-99.1% | $8,948-99.3% | $5,651-98.9% |