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 5-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 | $15,116 | $118,450-87.2% | $98,439-84.6% | $139,434-89.2% |
| Participation rate | 61.1% | 77.4%-16.3pp | 75.2%-14.0pp | 80.3%-19.2pp |
| Annual return | 32.24% | 18.94%+13.3pp | 21.16%+11.1pp | 372.94%-340.7pp |
| Employer contribution / active EE | $1,983 | $3,609-45.1% | $3,048-34.9% | $4,751-58.3% |
| Participant deferral / active EE | $6,013 | $5,392+11.5% | $4,738+26.9% | $6,710-10.4% |
| Admin fee / account holder | $97 | $14,026-99.3% | $8,948-98.9% | $11,403-99.1% |