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 | $17,824 | $162,781-89.1% | $133,956-86.7% | $158,922-88.8% |
| Participation rate | 28.6% | 83.2%-54.6pp | 79.8%-51.3pp | 82.0%-53.4pp |
| Annual return | 28.30% | 41.94%-13.6pp | 45.09%-16.8pp | 302.83%-274.5pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,285 | $5,911-61.3% | $5,048-54.7% | $5,982-61.8% |
| Admin fee / account holder | $52 | $11,736-99.6% | $8,927-99.4% | $11,246-99.5% |