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 9-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 | $8,067 | $71,883-88.8% | $86,677-90.7% | $68,494-88.2% |
| Participation rate | 52.0% | 72.2%-20.2pp | 76.6%-24.6pp | 67.9%-15.9pp |
| Annual return | 0.00% | 3.52%-3.5pp | 35.91%-35.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,647 | $2,173-24.2% | $2,836-41.9% | $2,596-36.6% |
| Participant deferral / active EE | $2,624 | $3,779-30.6% | $4,656-43.6% | $4,027-34.8% |
| Admin fee / account holder | $10 | $6,112-99.8% | $7,493-99.9% | $5,403-99.8% |