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 | $17,773 | $71,883-75.3% | $86,677-79.5% | $68,494-74.1% |
| Participation rate | 56.8% | 72.2%-15.5pp | 76.6%-19.8pp | 67.9%-11.1pp |
| Annual return | -14.71% | 3.52%-18.2pp | 35.91%-50.6pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,148 | $2,173-47.2% | $2,836-59.5% | $2,596-55.8% |
| Participant deferral / active EE | $2,425 | $3,779-35.8% | $4,656-47.9% | $4,027-39.8% |
| Admin fee / account holder | $101 | $6,112-98.3% | $7,493-98.7% | $5,403-98.1% |