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 3-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 | $7,155 | $65,061-89.0% | $143,757-95.0% | $66,914-89.3% |
| Participation rate | 30.4% | 65.2%-34.8pp | 80.3%-49.9pp | 69.8%-39.4pp |
| Annual return | 0.00% | -11.14%+11.1pp | -0.04%0pp | 1.58%-1.6pp |
| Employer contribution / active EE | $691 | $2,361-70.7% | $4,951-86.0% | $2,544-72.8% |
| Participant deferral / active EE | $1,467 | $2,919-49.7% | $5,637-74.0% | $4,237-65.4% |
| Admin fee / account holder | $105 | $502-79.0% | $14,673-99.3% | $593-82.3% |