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 | $8,123 | $85,202-90.5% | $172,739-95.3% | $72,985-88.9% |
| Participation rate | 69.2% | 70.1%-0.8pp | 82.6%-13.4pp | 69.5%-0.3pp |
| Annual return | 24.91% | 27.32%-2.4pp | 802.84%-777.9pp | 81.00%-56.1pp |
| Employer contribution / active EE | $484 | $3,324-85.4% | $5,143-90.6% | $2,440-80.2% |
| Participant deferral / active EE | $1,044 | $3,260-68.0% | $5,198-79.9% | $3,607-71.1% |
| Admin fee / account holder | $138 | $5,884-97.7% | $13,954-99.0% | $5,124-97.3% |