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 | $5,711 | $71,516-92.0% | $98,439-94.2% | $71,457-92.0% |
| Participation rate | 69.6% | 72.7%-3.1pp | 75.2%-5.6pp | 67.9%+1.7pp |
| Annual return | 28.47% | 32.41%-3.9pp | 21.16%+7.3pp | 28.85%-0.4pp |
| Employer contribution / active EE | $2,112 | $2,399-12.0% | $3,048-30.7% | $2,588-18.4% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,289-100.0% |
| Admin fee / account holder | $189 | $1,675-88.7% | $8,948-97.9% | $1,587-88.1% |