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 | $11,919 | $69,515-82.9% | $86,874-86.3% | $85,850-86.1% |
| Participation rate | 55.3% | 66.3%-11.0pp | 71.6%-16.3pp | 69.3%-14.0pp |
| Annual return | 13.86% | 20.12%-6.3pp | 63.52%-49.7pp | 318.53%-304.7pp |
| Employer contribution / active EE | $1,133 | $1,880-39.7% | $2,495-54.6% | $2,565-55.8% |
| Participant deferral / active EE | $2,016 | $2,919-30.9% | $3,699-45.5% | $3,952-49.0% |
| Admin fee / account holder | $182 | $5,972-97.0% | $5,828-96.9% | $6,260-97.1% |