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 6-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 | $9,176 | $81,460-88.7% | $103,333-91.1% | $80,856-88.7% |
| Participation rate | 67.7% | 66.8%+0.9pp | 74.5%-6.8pp | 67.6%+0.1pp |
| Annual return | 13.44% | 25.55%-12.1pp | 24.88%-11.4pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,111 | $3,105-64.2% | $3,868-71.3% | $2,755-59.7% |
| Participant deferral / active EE | $2,001 | $3,869-48.3% | $5,057-60.4% | $4,296-53.4% |
| Admin fee / account holder | $41 | $6,566-99.4% | $8,355-99.5% | $6,918-99.4% |