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 5-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 | $10,618 | $59,805-82.2% | $79,550-86.7% | $68,494-84.5% |
| Participation rate | 40.5% | 61.1%-20.6pp | 69.5%-29.0pp | 67.9%-27.4pp |
| Annual return | -13.88% | -12.30%-1.6pp | 0.16%-14.0pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,171 | $1,505-22.2% | $2,413-51.5% | $2,596-54.9% |
| Participant deferral / active EE | $2,011 | $3,024-33.5% | $3,985-49.5% | $4,027-50.1% |
| Admin fee / account holder | $18 | $4,835-99.6% | $6,832-99.7% | $5,403-99.7% |