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 | $10,302 | $43,327-76.2% | $59,878-82.8% | $64,186-84.0% |
| Participation rate | 39.6% | 69.2%-29.5pp | 74.7%-35.1pp | 69.6%-29.9pp |
| Annual return | -5.60% | -1.55%-4.1pp | 3.46%-9.1pp | 7.63%-13.2pp |
| Employer contribution / active EE | $530 | $2,028-73.9% | $2,722-80.5% | $2,381-77.7% |
| Participant deferral / active EE | $773 | $2,546-69.6% | $3,402-77.3% | $3,470-77.7% |
| Admin fee / account holder | $231 | $3,005-92.3% | $3,590-93.6% | $4,888-95.3% |