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 10-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 | $19,976 | $78,422-74.5% | $95,952-79.2% | $79,858-75.0% |
| Participation rate | 61.9% | 73.5%-11.6pp | 77.1%-15.2pp | 69.6%-7.7pp |
| Annual return | 23.01% | 19.37%+3.6pp | 91.61%-68.6pp | 31.71%-8.7pp |
| Employer contribution / active EE | $777 | $1,945-60.1% | $2,541-69.4% | $2,471-68.6% |
| Participant deferral / active EE | $1,995 | $3,440-42.0% | $4,167-52.1% | $3,740-46.6% |
| Admin fee / account holder | $214 | $5,622-96.2% | $6,795-96.9% | $5,306-96.0% |