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 | $6,847 | $110,261-93.8% | $95,745-92.8% | $139,434-95.1% |
| Participation rate | 41.7% | 75.8%-34.1pp | 72.3%-30.6pp | 80.3%-38.7pp |
| Annual return | 34.35% | 27.11%+7.2pp | 28.35%+6.0pp | 372.94%-338.6pp |
| Employer contribution / active EE | $809 | $3,257-75.2% | $2,835-71.4% | $4,751-83.0% |
| Participant deferral / active EE | $1,038 | $4,676-77.8% | $4,245-75.5% | $6,710-84.5% |
| Admin fee / account holder | $25 | $6,613-99.6% | $5,678-99.6% | $11,403-99.8% |