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 | $16,500 | $65,365-74.8% | $92,893-82.2% | $72,985-77.4% |
| Participation rate | 68.0% | 68.3%-0.3pp | 76.0%-8.0pp | 69.5%-1.5pp |
| Annual return | 25.67% | 42.10%-16.4pp | 109.41%-83.7pp | 81.00%-55.3pp |
| Employer contribution / active EE | $1,071 | $2,594-58.7% | $3,653-70.7% | $2,440-56.1% |
| Participant deferral / active EE | $1,845 | $3,128-41.0% | $4,236-56.5% | $3,607-48.9% |
| Admin fee / account holder | $18 | $4,251-99.6% | $5,794-99.7% | $5,124-99.6% |