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 10-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 | $9,251 | $58,851-84.3% | $115,157-92.0% | $72,985-87.3% |
| Participation rate | 58.8% | 65.5%-6.7pp | 75.9%-17.1pp | 69.5%-10.7pp |
| Annual return | 53.98% | 23.16%+30.8pp | 35.60%+18.4pp | 81.00%-27.0pp |
| Employer contribution / active EE | $845 | $1,798-53.0% | $3,179-73.4% | $2,440-65.4% |
| Participant deferral / active EE | $2,722 | $2,643+3.0% | $4,168-34.7% | $3,607-24.5% |
| Admin fee / account holder | $215 | $6,370-96.6% | $7,088-97.0% | $5,124-95.8% |