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 9-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 | $9,512 | $67,411-85.9% | $91,001-89.5% | $70,131-86.4% |
| Participation rate | 58.9% | 71.4%-12.4pp | 75.6%-16.7pp | 69.5%-10.6pp |
| Annual return | 0.00% | -40.16%+40.2pp | 4.60%-4.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,827 | $1,786+2.3% | $2,456-25.6% | $2,342-22.0% |
| Participant deferral / active EE | $2,357 | $2,823-16.5% | $3,547-33.5% | $3,332-29.2% |
| Admin fee / account holder | $243 | $4,236-94.3% | $5,417-95.5% | $4,645-94.8% |