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 | $745 | $31,310-97.6% | $53,898-98.6% | $74,304-99.0% |
| Participation rate | 56.1% | 30.7%+25.4pp | 55.0%+1.1pp | 60.3%-4.3pp |
| Annual return | 26.78% | 23.16%+3.6pp | 528.60%-501.8pp | 29.43%-2.6pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $245 | $934-73.8% | $1,826-86.6% | $3,767-93.5% |
| Admin fee / account holder | $53 | $2,175-97.6% | $2,491-97.9% | $2,969-98.2% |