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 9-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 | $19,756 | $138,065-85.7% | $123,544-84.0% | $135,375-85.4% |
| Participation rate | 64.7% | 84.7%-20.0pp | 82.3%-17.6pp | 82.6%-17.9pp |
| Annual return | 20.69% | 153.68%-133.0pp | 119.20%-98.5pp | 519.73%-499.0pp |
| Employer contribution / active EE | $1,835 | $5,151-64.4% | $4,628-60.4% | $4,779-61.6% |
| Participant deferral / active EE | $4,527 | $6,799-33.4% | $6,426-29.5% | $5,609-19.3% |
| Admin fee / account holder | $79 | $10,916-99.3% | $9,284-99.1% | $10,827-99.3% |