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 | $12,699 | $135,952-90.7% | $123,892-89.8% | $273,961-95.4% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 15.20% | 56.63%-41.4pp | 47.52%-32.3pp | 41.45%-26.3pp |
| Employer contribution / active EE | $2,676 | $5,170-48.2% | $4,617-42.0% | $4,869-45.0% |
| Participant deferral / active EE | $5,797 | $6,343-8.6% | $5,984-3.1% | $5,287+9.6% |
| Admin fee / account holder | $51 | $9,817-99.5% | $8,357-99.4% | $10,132-99.5% |