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 | $19,210 | $99,652-80.7% | $78,778-75.6% | $147,584-87.0% |
| Participation rate | 15.4% | 76.2%-60.8pp | 69.2%-53.8pp | 82.8%-67.4pp |
| Annual return | 25.81% | 47.28%-21.5pp | 35.62%-9.8pp | 578.55%-552.7pp |
| Employer contribution / active EE | $360 | $2,796-87.1% | $1,986-81.9% | $4,876-92.6% |
| Participant deferral / active EE | $1,200 | $3,664-67.2% | $2,958-59.4% | $5,439-77.9% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |