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 | $16,267 | $105,998-84.7% | $92,233-82.4% | $147,584-89.0% |
| Participation rate | 64.7% | 80.4%-15.7pp | 76.5%-11.8pp | 82.8%-18.1pp |
| Annual return | 23.24% | 50.05%-26.8pp | 176.28%-153.0pp | 578.55%-555.3pp |
| Employer contribution / active EE | $1,249 | $4,333-71.2% | $3,679-66.0% | $4,876-74.4% |
| Participant deferral / active EE | $2,925 | $4,478-34.7% | $3,897-24.9% | $5,439-46.2% |
| Admin fee / account holder | $181 | $6,332-97.1% | $5,194-96.5% | $10,885-98.3% |