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 4-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 | $7,105 | $53,162-86.6% | $91,220-92.2% | $68,494-89.6% |
| Participation rate | 63.3% | 63.2%+0.1pp | 73.2%-9.9pp | 67.9%-4.6pp |
| Annual return | -13.56% | -3.14%-10.4pp | 114.01%-127.6pp | -7.84%-5.7pp |
| Employer contribution / active EE | $427 | $1,709-75.0% | $2,850-85.0% | $2,596-83.6% |
| Participant deferral / active EE | $1,463 | $2,974-50.8% | $4,234-65.5% | $4,027-63.7% |
| Admin fee / account holder | $266 | $4,493-94.1% | $5,420-95.1% | $5,403-95.1% |