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 | $12,789 | $53,127-75.9% | $86,590-85.2% | $70,131-81.8% |
| Participation rate | 69.6% | 65.3%+4.3pp | 73.5%-4.0pp | 69.5%0pp |
| Annual return | 31.88% | 27.66%+4.2pp | 964.84%-933.0pp | 73.14%-41.3pp |
| Employer contribution / active EE | $2,181 | $2,068+5.5% | $2,839-23.2% | $2,342-6.9% |
| Participant deferral / active EE | $3,498 | $2,696+29.8% | $3,609-3.1% | $3,332+5.0% |
| Admin fee / account holder | $65 | $3,585-98.2% | $4,906-98.7% | $4,645-98.6% |