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 | $12,144 | $65,365-81.4% | $92,893-86.9% | $72,985-83.4% |
| Participation rate | 51.0% | 68.3%-17.3pp | 76.0%-25.0pp | 69.5%-18.5pp |
| Annual return | 31.12% | 42.10%-11.0pp | 109.41%-78.3pp | 81.00%-49.9pp |
| Employer contribution / active EE | $1,008 | $2,594-61.1% | $3,653-72.4% | $2,440-58.7% |
| Participant deferral / active EE | $1,555 | $3,128-50.3% | $4,236-63.3% | $3,607-56.9% |
| Admin fee / account holder | $74 | $4,251-98.2% | $5,794-98.7% | $5,124-98.5% |