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 | $27,017 | $162,781-83.4% | $133,956-79.8% | $158,922-83.0% |
| Participation rate | 35.7% | 83.2%-47.5pp | 79.8%-44.1pp | 82.0%-46.2pp |
| Annual return | 9.92% | 41.94%-32.0pp | 45.09%-35.2pp | 302.83%-292.9pp |
| Employer contribution / active EE | $1,050 | $4,975-78.9% | $3,919-73.2% | $4,761-77.9% |
| Participant deferral / active EE | $2,742 | $5,911-53.6% | $5,048-45.7% | $5,982-54.2% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |