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 | $25,783 | $83,477-69.1% | $125,175-79.4% | $72,985-64.7% |
| Participation rate | 57.9% | 73.3%-15.4pp | 79.8%-21.9pp | 69.5%-11.6pp |
| Annual return | 49.33% | 25.78%+23.5pp | 43.79%+5.5pp | 81.00%-31.7pp |
| Employer contribution / active EE | $972 | $2,345-58.6% | $3,865-74.9% | $2,440-60.2% |
| Participant deferral / active EE | $3,904 | $3,585+8.9% | $4,937-20.9% | $3,607+8.2% |
| Admin fee / account holder | $237 | $5,517-95.7% | $9,702-97.6% | $5,124-95.4% |