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 | $17,623 | $67,606-73.9% | $82,313-78.6% | $70,131-74.9% |
| Participation rate | 64.8% | 72.8%-8.0pp | 76.9%-12.1pp | 69.5%-4.7pp |
| Annual return | 14.03% | 21.57%-7.5pp | 25.88%-11.8pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,012 | $1,755-42.3% | $2,428-58.3% | $2,342-56.8% |
| Participant deferral / active EE | $2,107 | $2,987-29.5% | $3,706-43.2% | $3,332-36.8% |
| Admin fee / account holder | $30 | $4,512-99.3% | $5,608-99.5% | $4,645-99.4% |