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 | $7,465 | $148,534-95.0% | $135,903-94.5% | $139,434-94.6% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 28.24% | 79.19%-50.9pp | 68.23%-40.0pp | 372.94%-344.7pp |
| Employer contribution / active EE | $1,311 | $5,243-75.0% | $4,856-73.0% | $4,751-72.4% |
| Participant deferral / active EE | $2,563 | $8,100-68.4% | $7,758-67.0% | $6,710-61.8% |
| Admin fee / account holder | $148 | $12,400-98.8% | $10,762-98.6% | $11,403-98.7% |