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 8-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 | $12,325 | $159,602-92.3% | $150,045-91.8% | $142,382-91.3% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.3%-39.5pp | 80.1%-37.3pp |
| Annual return | 19.62% | 70.24%-50.6pp | 62.55%-42.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,604 | $4,961-67.7% | $4,693-65.8% | $4,299-62.7% |
| Participant deferral / active EE | $4,037 | $8,310-51.4% | $7,997-49.5% | $6,507-38.0% |
| Admin fee / account holder | $27 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |