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 | $5,652 | $65,561-91.4% | $91,541-93.8% | $74,304-92.4% |
| Participation rate | 58.8% | 56.6%+2.2pp | 69.8%-11.0pp | 60.3%-1.5pp |
| Annual return | 24.97% | 17.68%+7.3pp | 20.50%+4.5pp | 29.43%-4.5pp |
| Employer contribution / active EE | $0 | $1,717-100.0% | $2,505-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,264 | $2,918-56.7% | $4,008-68.5% | $3,767-66.4% |
| Admin fee / account holder | $66 | $3,333-98.0% | $6,956-99.1% | $2,969-97.8% |