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 7-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 | $9,188 | $115,770-92.1% | $101,248-90.9% | $158,922-94.2% |
| Participation rate | 38.5% | 79.4%-40.9pp | 75.8%-37.3pp | 82.0%-43.5pp |
| Annual return | 62.77% | 56.14%+6.6pp | 46.47%+16.3pp | 302.83%-240.1pp |
| Employer contribution / active EE | $832 | $4,175-80.1% | $3,660-77.3% | $4,761-82.5% |
| Participant deferral / active EE | $1,419 | $4,957-71.4% | $4,370-67.5% | $5,982-76.3% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |