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 | $21,034 | $135,635-84.5% | $110,238-80.9% | $135,375-84.5% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | -1.60% | 513.19%-514.8pp | 314.74%-316.3pp | 519.73%-521.3pp |
| Employer contribution / active EE | $991 | $4,906-79.8% | $3,826-74.1% | $4,779-79.3% |
| Participant deferral / active EE | $6,474 | $5,506+17.6% | $4,672+38.6% | $5,609+15.4% |
| Admin fee / account holder | $284 | $11,457-97.5% | $8,547-96.7% | $10,827-97.4% |