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 7-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 | $9,245 | $72,277-87.2% | $101,248-90.9% | $79,858-88.4% |
| Participation rate | 58.3% | 68.5%-10.1pp | 75.8%-17.5pp | 69.6%-11.3pp |
| Annual return | 41.32% | 22.30%+19.0pp | 46.47%-5.1pp | 31.71%+9.6pp |
| Employer contribution / active EE | $1,279 | $2,692-52.5% | $3,660-65.0% | $2,471-48.2% |
| Participant deferral / active EE | $2,698 | $3,282-17.8% | $4,370-38.3% | $3,740-27.9% |
| Admin fee / account holder | $51 | $4,400-98.8% | $5,945-99.1% | $5,306-99.0% |