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 | $29,520 | $202,318-85.4% | $172,739-82.9% | $152,861-80.7% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.4%-25.3pp |
| Annual return | 20.19% | 1029.65%-1009.5pp | 802.84%-782.6pp | 345.32%-325.1pp |
| Employer contribution / active EE | $6,664 | $5,856+13.8% | $5,143+29.6% | $4,762+39.9% |
| Participant deferral / active EE | $4,049 | $5,948-31.9% | $5,198-22.1% | $5,850-30.8% |
| Admin fee / account holder | $278 | $17,109-98.4% | $13,954-98.0% | $11,596-97.6% |