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 4-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 | $17,310 | $117,841-85.3% | $102,423-83.1% | $145,922-88.1% |
| Participation rate | 57.1% | 78.6%-21.4pp | 76.5%-19.3pp | 80.3%-23.1pp |
| Annual return | 12.91% | 31.65%-18.7pp | 29.32%-16.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,617 | $3,615-55.3% | $3,023-46.5% | $4,660-65.3% |
| Participant deferral / active EE | $2,435 | $5,731-57.5% | $5,053-51.8% | $6,688-63.6% |
| Admin fee / account holder | $242 | $13,326-98.2% | $9,451-97.4% | $13,397-98.2% |