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 6-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 | $11,157 | $62,573-82.2% | $85,682-87.0% | $85,850-87.0% |
| Participation rate | 21.6% | 61.1%-39.5pp | 69.9%-48.2pp | 69.3%-47.7pp |
| Annual return | 23.81% | 23.77%0pp | 21.49%+2.3pp | 318.53%-294.7pp |
| Employer contribution / active EE | $700 | $1,757-60.2% | $2,618-73.3% | $2,565-72.7% |
| Participant deferral / active EE | $1,099 | $2,802-60.8% | $3,923-72.0% | $3,952-72.2% |
| Admin fee / account holder | $20 | $4,640-99.6% | $6,873-99.7% | $6,260-99.7% |