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 4-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 | $10,163 | $71,050-85.7% | $93,606-89.1% | $80,856-87.4% |
| Participation rate | 31.3% | 60.4%-29.2pp | 68.7%-37.5pp | 67.6%-36.4pp |
| Annual return | 15.87% | 11.26%+4.6pp | 133.20%-117.3pp | 35.59%-19.7pp |
| Employer contribution / active EE | $721 | $1,564-53.9% | $2,420-70.2% | $2,755-73.8% |
| Participant deferral / active EE | $1,767 | $4,034-56.2% | $4,411-59.9% | $4,296-58.9% |
| Admin fee / account holder | $283 | $6,945-95.9% | $8,285-96.6% | $6,918-95.9% |