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 | $18,152 | $117,841-84.6% | $102,423-82.3% | $145,922-87.6% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 22.35% | 31.65%-9.3pp | 29.32%-7.0pp | 561.29%-538.9pp |
| Employer contribution / active EE | $1,869 | $3,615-48.3% | $3,023-38.2% | $4,660-59.9% |
| Participant deferral / active EE | $4,956 | $5,731-13.5% | $5,053-1.9% | $6,688-25.9% |
| Admin fee / account holder | $81 | $13,326-99.4% | $9,451-99.1% | $13,397-99.4% |