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 7-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 | $5,201 | $37,426-86.1% | $77,482-93.3% | $79,858-93.5% |
| Participation rate | 30.8% | 41.5%-10.7pp | 54.2%-23.4pp | 69.6%-38.9pp |
| Annual return | 21.29% | 39.70%-18.4pp | 54.79%-33.5pp | 31.71%-10.4pp |
| Employer contribution / active EE | $544 | $637-14.6% | $986-44.9% | $2,471-78.0% |
| Participant deferral / active EE | $578 | $1,260-54.1% | $1,861-68.9% | $3,740-84.5% |
| Admin fee / account holder | $257 | $2,504-89.7% | $2,858-91.0% | $5,306-95.2% |