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 6-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 | $8,133 | $127,777-93.6% | $106,548-92.4% | $167,490-95.1% |
| Participation rate | 50.0% | 78.3%-28.3pp | 76.1%-26.1pp | 82.1%-32.1pp |
| Annual return | 18.11% | 33.87%-15.8pp | 26.80%-8.7pp | 478.56%-460.5pp |
| Employer contribution / active EE | $1,415 | $3,427-58.7% | $2,819-49.8% | $4,837-70.7% |
| Participant deferral / active EE | $1,526 | $5,087-70.0% | $4,398-65.3% | $6,341-75.9% |
| Admin fee / account holder | $161 | $11,228-98.6% | $7,407-97.8% | $12,309-98.7% |