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 7-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 | $6,240 | $228,332-97.3% | $185,823-96.6% | $158,922-96.1% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 41.96% | 40.80%+1.2pp | 35.95%+6.0pp | 302.83%-260.9pp |
| Employer contribution / active EE | $937 | $4,967-81.1% | $4,087-77.1% | $4,761-80.3% |
| Participant deferral / active EE | $1,875 | $6,415-70.8% | $5,632-66.7% | $5,982-68.7% |
| Admin fee / account holder | $17 | $11,864-99.9% | $9,500-99.8% | $11,246-99.8% |