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 6-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 | $10,766 | $72,277-85.1% | $101,248-89.4% | $79,858-86.5% |
| Participation rate | 33.9% | 68.5%-34.5pp | 75.8%-41.9pp | 69.6%-35.7pp |
| Annual return | 80.25% | 22.30%+58.0pp | 46.47%+33.8pp | 31.71%+48.5pp |
| Employer contribution / active EE | $868 | $2,692-67.8% | $3,660-76.3% | $2,471-64.9% |
| Participant deferral / active EE | $1,550 | $3,282-52.8% | $4,370-64.5% | $3,740-58.5% |
| Admin fee / account holder | $19 | $4,400-99.6% | $5,945-99.7% | $5,306-99.6% |