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 | $6,731 | $80,717-91.7% | $154,803-95.7% | $84,808-92.1% |
| Participation rate | 68.3% | 66.8%+1.5pp | 78.1%-9.7pp | 68.3%0pp |
| Annual return | 24.53% | 37.96%-13.4pp | 58.88%-34.4pp | 40.90%-16.4pp |
| Employer contribution / active EE | $969 | $2,761-64.9% | $4,305-77.5% | $2,631-63.2% |
| Participant deferral / active EE | $1,575 | $3,303-52.3% | $5,540-71.6% | $4,212-62.6% |
| Admin fee / account holder | $208 | $6,746-96.9% | $14,329-98.6% | $7,344-97.2% |