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 | $11,131 | $96,484-88.5% | $75,886-85.3% | $152,861-92.7% |
| Participation rate | 45.0% | 76.2%-31.2pp | 69.3%-24.3pp | 82.4%-37.4pp |
| Annual return | 26.36% | 33.98%-7.6pp | 30.76%-4.4pp | 345.32%-319.0pp |
| Employer contribution / active EE | $833 | $3,309-74.8% | $2,500-66.7% | $4,762-82.5% |
| Participant deferral / active EE | $1,607 | $4,553-64.7% | $3,603-55.4% | $5,850-72.5% |
| Admin fee / account holder | $130 | $8,078-98.4% | $5,418-97.6% | $11,596-98.9% |