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 | $22,206 | $165,335-86.6% | $149,696-85.2% | $158,922-86.0% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 74.68% | 348.15%-273.5pp | 276.60%-201.9pp | 302.83%-228.1pp |
| Employer contribution / active EE | $3,179 | $5,103-37.7% | $4,644-31.6% | $4,761-33.2% |
| Participant deferral / active EE | $6,358 | $7,181-11.5% | $6,842-7.1% | $5,982+6.3% |
| Admin fee / account holder | $50 | $10,807-99.5% | $9,309-99.5% | $11,246-99.6% |