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 | $7,784 | $77,899-90.0% | $149,673-94.8% | $75,163-89.6% |
| Participation rate | 53.5% | 65.6%-12.1pp | 78.8%-25.3pp | 67.2%-13.7pp |
| Annual return | 26.67% | 31.72%-5.1pp | 134.42%-107.8pp | 160.62%-134.0pp |
| Employer contribution / active EE | $944 | $3,137-69.9% | $4,818-80.4% | $2,670-64.7% |
| Participant deferral / active EE | $2,047 | $3,411-40.0% | $5,680-64.0% | $4,125-50.4% |
| Admin fee / account holder | $54 | $5,956-99.1% | $13,210-99.6% | $5,651-99.0% |