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 | $17,205 | $54,541-68.5% | $78,778-78.2% | $70,131-75.5% |
| Participation rate | 25.8% | 60.8%-35.0pp | 69.2%-43.4pp | 69.5%-43.7pp |
| Annual return | 19.66% | 21.07%-1.4pp | 35.62%-16.0pp | 73.14%-53.5pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,675 | $2,210-24.2% | $2,958-43.4% | $3,332-49.7% |
| Admin fee / account holder | $37 | $3,709-99.0% | $5,134-99.3% | $4,645-99.2% |