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 8-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 | $30,200 | $91,552-67.0% | $133,956-77.5% | $79,858-62.2% |
| Participation rate | 46.8% | 73.3%-26.5pp | 79.8%-33.0pp | 69.6%-22.8pp |
| Annual return | 15.33% | 61.85%-46.5pp | 45.09%-29.8pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,019 | $2,384-57.2% | $3,919-74.0% | $2,471-58.8% |
| Participant deferral / active EE | $2,745 | $3,733-26.5% | $5,048-45.6% | $3,740-26.6% |
| Admin fee / account holder | $246 | $6,321-96.1% | $8,927-97.2% | $5,306-95.4% |