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 8-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 | $11,937 | $91,190-86.9% | $178,490-93.3% | $79,858-85.1% |
| Participation rate | 38.5% | 69.2%-30.7pp | 81.9%-43.5pp | 69.6%-31.2pp |
| Annual return | 26.49% | 24.19%+2.3pp | 151.07%-124.6pp | 31.71%-5.2pp |
| Employer contribution / active EE | $523 | $3,256-83.9% | $5,011-89.6% | $2,471-78.8% |
| Participant deferral / active EE | $1,240 | $3,236-61.7% | $5,202-76.2% | $3,740-66.8% |
| Admin fee / account holder | $188 | $6,751-97.2% | $13,984-98.7% | $5,306-96.4% |