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 | $11,262 | $69,515-83.8% | $86,874-87.0% | $85,850-86.9% |
| Participation rate | 62.2% | 66.3%-4.2pp | 71.6%-9.5pp | 69.3%-7.2pp |
| Annual return | 27.47% | 20.12%+7.3pp | 63.52%-36.1pp | 318.53%-291.1pp |
| Employer contribution / active EE | $1,317 | $1,880-30.0% | $2,495-47.2% | $2,565-48.7% |
| Participant deferral / active EE | $2,806 | $2,919-3.9% | $3,699-24.2% | $3,952-29.0% |
| Admin fee / account holder | $47 | $5,972-99.2% | $5,828-99.2% | $6,260-99.3% |