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 | $25,977 | $176,812-85.3% | $146,665-82.3% | $167,490-84.5% |
| Participation rate | 58.3% | 83.6%-25.3pp | 80.1%-21.7pp | 82.1%-23.8pp |
| Annual return | 29.22% | 24.03%+5.2pp | 22.74%+6.5pp | 478.56%-449.3pp |
| Employer contribution / active EE | $1,394 | $5,160-73.0% | $4,136-66.3% | $4,837-71.2% |
| Participant deferral / active EE | $3,696 | $6,440-42.6% | $5,506-32.9% | $6,341-41.7% |
| Admin fee / account holder | $2 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |