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 5-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 | $7,592 | $72,277-89.5% | $101,248-92.5% | $79,858-90.5% |
| Participation rate | 35.3% | 68.5%-33.2pp | 75.8%-40.5pp | 69.6%-34.3pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.47%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $769 | $2,692-71.4% | $3,660-79.0% | $2,471-68.9% |
| Participant deferral / active EE | $1,778 | $3,282-45.8% | $4,370-59.3% | $3,740-52.5% |
| Admin fee / account holder | $221 | $4,400-95.0% | $5,945-96.3% | $5,306-95.8% |