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 8-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 | $10,759 | $83,477-87.1% | $125,175-91.4% | $72,985-85.3% |
| Participation rate | 47.4% | 73.3%-25.9pp | 79.8%-32.4pp | 69.5%-22.1pp |
| Annual return | 31.03% | 25.78%+5.3pp | 43.79%-12.8pp | 81.00%-50.0pp |
| Employer contribution / active EE | $630 | $2,345-73.1% | $3,865-83.7% | $2,440-74.2% |
| Participant deferral / active EE | $2,026 | $3,585-43.5% | $4,937-59.0% | $3,607-43.8% |
| Admin fee / account holder | $191 | $5,517-96.5% | $9,702-98.0% | $5,124-96.3% |