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 9-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 | $24,811 | $209,411-88.2% | $178,490-86.1% | $158,922-84.4% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 25.08% | 188.75%-163.7pp | 151.07%-126.0pp | 302.83%-277.7pp |
| Employer contribution / active EE | $1,517 | $5,706-73.4% | $5,011-69.7% | $4,761-68.1% |
| Participant deferral / active EE | $2,356 | $5,954-60.4% | $5,202-54.7% | $5,982-60.6% |
| Admin fee / account holder | $152 | $17,074-99.1% | $13,984-98.9% | $11,246-98.6% |