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 | $9,126 | $69,010-86.8% | $159,960-94.3% | $68,494-86.7% |
| Participation rate | 54.2% | 65.4%-11.2pp | 78.0%-23.8pp | 67.9%-13.7pp |
| Annual return | -15.03% | -9.65%-5.4pp | 408.60%-423.6pp | -7.84%-7.2pp |
| Employer contribution / active EE | $910 | $2,213-58.9% | $4,226-78.5% | $2,596-64.9% |
| Participant deferral / active EE | $1,624 | $4,212-61.4% | $6,182-73.7% | $4,027-59.7% |
| Admin fee / account holder | $73 | $4,798-98.5% | $8,698-99.2% | $5,403-98.7% |