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 5-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 | $26,558 | $95,803-72.3% | $113,168-76.5% | $84,808-68.7% |
| Participation rate | 66.7% | 72.9%-6.2pp | 76.6%-9.9pp | 68.3%-1.6pp |
| Annual return | 21.68% | 25.00%-3.3pp | 24.27%-2.6pp | 40.90%-19.2pp |
| Employer contribution / active EE | $1,666 | $2,360-29.4% | $2,975-44.0% | $2,631-36.7% |
| Participant deferral / active EE | $2,430 | $4,242-42.7% | $5,107-52.4% | $4,212-42.3% |
| Admin fee / account holder | $192 | $8,989-97.9% | $12,068-98.4% | $7,344-97.4% |