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 | $6,828 | $78,705-91.3% | $117,854-94.2% | $70,131-90.3% |
| Participation rate | 52.9% | 73.2%-20.3pp | 79.7%-26.7pp | 69.5%-16.6pp |
| Annual return | 16.34% | 23.30%-7.0pp | 335.08%-318.7pp | 73.14%-56.8pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,535 | $3,297-53.4% | $4,482-65.7% | $3,332-53.9% |
| Admin fee / account holder | $243 | $5,065-95.2% | $8,020-97.0% | $4,645-94.8% |