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 | $18,251 | $124,319-85.3% | $111,297-83.6% | $167,490-89.1% |
| Participation rate | 61.1% | 79.6%-18.5pp | 77.3%-16.2pp | 82.1%-21.0pp |
| Annual return | 14.76% | 37.44%-22.7pp | 54.65%-39.9pp | 478.56%-463.8pp |
| Employer contribution / active EE | $895 | $3,435-74.0% | $2,731-67.2% | $4,837-81.5% |
| Participant deferral / active EE | $2,030 | $5,180-60.8% | $4,487-54.8% | $6,341-68.0% |
| Admin fee / account holder | $18 | $10,618-99.8% | $7,964-99.8% | $12,309-99.9% |