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 7-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 | $16,879 | $176,377-90.4% | $134,143-87.4% | $158,922-89.4% |
| Participation rate | 60.0% | 78.7%-18.7pp | 72.2%-12.2pp | 82.0%-22.0pp |
| Annual return | 41.93% | 63.63%-21.7pp | 36.33%+5.6pp | 302.83%-260.9pp |
| Employer contribution / active EE | $420 | $5,040-91.7% | $3,704-88.7% | $4,761-91.2% |
| Participant deferral / active EE | $3,722 | $4,091-9.0% | $3,499+6.4% | $5,982-37.8% |
| Admin fee / account holder | $250 | $8,718-97.1% | $6,684-96.3% | $11,246-97.8% |