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 8-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 | $7,265 | $77,899-90.7% | $149,673-95.1% | $75,163-90.3% |
| Participation rate | 64.1% | 65.6%-1.5pp | 78.8%-14.7pp | 67.2%-3.1pp |
| Annual return | 20.21% | 31.72%-11.5pp | 134.42%-114.2pp | 160.62%-140.4pp |
| Employer contribution / active EE | $700 | $3,137-77.7% | $4,818-85.5% | $2,670-73.8% |
| Participant deferral / active EE | $1,575 | $3,411-53.8% | $5,680-72.3% | $4,125-61.8% |
| Admin fee / account holder | $291 | $5,956-95.1% | $13,210-97.8% | $5,651-94.9% |