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 3-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 | $15,012 | $89,753-83.3% | $107,525-86.0% | $84,808-82.3% |
| Participation rate | 65.5% | 68.1%-2.5pp | 75.1%-9.6pp | 68.3%-2.8pp |
| Annual return | 27.30% | 29.48%-2.2pp | 181.32%-154.0pp | 40.90%-13.6pp |
| Employer contribution / active EE | $1,333 | $3,113-57.2% | $3,754-64.5% | $2,631-49.3% |
| Participant deferral / active EE | $3,534 | $4,056-12.9% | $5,116-30.9% | $4,212-16.1% |
| Admin fee / account holder | $110 | $7,222-98.5% | $8,919-98.8% | $7,344-98.5% |