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 10-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 | $8,017 | $99,341-91.9% | $84,750-90.5% | $273,961-97.1% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 11.09% | 22.93%-11.8pp | 22.78%-11.7pp | 41.45%-30.4pp |
| Employer contribution / active EE | $952 | $4,214-77.4% | $3,574-73.4% | $4,869-80.4% |
| Participant deferral / active EE | $1,704 | $4,269-60.1% | $3,712-54.1% | $5,287-67.8% |
| Admin fee / account holder | $59 | $6,644-99.1% | $5,332-98.9% | $10,132-99.4% |