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 6-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 | $13,996 | $227,553-93.8% | $189,557-92.6% | $167,490-91.6% |
| Participation rate | 33.3% | 82.5%-49.2pp | 78.4%-45.1pp | 82.1%-48.8pp |
| Annual return | 32.65% | 78.40%-45.7pp | 64.17%-31.5pp | 478.56%-445.9pp |
| Employer contribution / active EE | $1,362 | $5,316-74.4% | $4,412-69.1% | $4,837-71.8% |
| Participant deferral / active EE | $2,297 | $7,002-67.2% | $6,174-62.8% | $6,341-63.8% |
| Admin fee / account holder | $36 | $11,878-99.7% | $9,807-99.6% | $12,309-99.7% |