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 8-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 | $9,977 | $66,402-85.0% | $109,895-90.9% | $85,850-88.4% |
| Participation rate | 56.3% | 63.9%-7.6pp | 74.2%-18.0pp | 69.3%-13.1pp |
| Annual return | 20.34% | 19.59%+0.7pp | 29.45%-9.1pp | 318.53%-298.2pp |
| Employer contribution / active EE | $643 | $1,687-61.9% | $2,842-77.4% | $2,565-74.9% |
| Participant deferral / active EE | $2,040 | $2,842-28.2% | $4,048-49.6% | $3,952-48.4% |
| Admin fee / account holder | $30 | $4,557-99.3% | $6,066-99.5% | $6,260-99.5% |