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 | $21,096 | $67,606-68.8% | $82,313-74.4% | $70,131-69.9% |
| Participation rate | 35.6% | 72.8%-37.2pp | 76.9%-41.3pp | 69.5%-33.9pp |
| Annual return | 24.56% | 21.57%+3.0pp | 25.88%-1.3pp | 73.14%-48.6pp |
| Employer contribution / active EE | $871 | $1,755-50.4% | $2,428-64.1% | $2,342-62.8% |
| Participant deferral / active EE | $1,980 | $2,987-33.7% | $3,706-46.6% | $3,332-40.6% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |