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 6-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 | $18,615 | $74,927-75.2% | $101,794-81.7% | $84,808-78.1% |
| Participation rate | 59.5% | 61.4%-1.9pp | 69.2%-9.7pp | 68.3%-8.8pp |
| Annual return | 17.23% | 18.70%-1.5pp | 30.53%-13.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,605 | $3,099-48.2% | $4,084-60.7% | $4,212-61.9% |
| Admin fee / account holder | $289 | $6,514-95.6% | $8,777-96.7% | $7,344-96.1% |