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 | $12,541 | $72,277-82.6% | $101,248-87.6% | $79,858-84.3% |
| Participation rate | 27.5% | 68.5%-41.0pp | 75.8%-48.4pp | 69.6%-42.2pp |
| Annual return | 1525.67% | 22.30%+1503.4pp | 46.47%+1479.2pp | 31.71%+1494.0pp |
| Employer contribution / active EE | $873 | $2,692-67.5% | $3,660-76.1% | $2,471-64.6% |
| Participant deferral / active EE | $2,113 | $3,282-35.6% | $4,370-51.6% | $3,740-43.5% |
| Admin fee / account holder | $107 | $4,400-97.6% | $5,945-98.2% | $5,306-98.0% |