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 | $13,619 | $63,346-78.5% | $92,233-85.2% | $70,131-80.6% |
| Participation rate | 64.3% | 68.7%-4.4pp | 76.5%-12.2pp | 69.5%-5.3pp |
| Annual return | 25.21% | 530.12%-504.9pp | 176.28%-151.1pp | 73.14%-47.9pp |
| Employer contribution / active EE | $1,651 | $2,471-33.2% | $3,679-55.1% | $2,342-29.5% |
| Participant deferral / active EE | $2,884 | $2,854+1.1% | $3,897-26.0% | $3,332-13.4% |
| Admin fee / account holder | $84 | $3,840-97.8% | $5,194-98.4% | $4,645-98.2% |