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 | $13,537 | $65,041-79.2% | $90,951-85.1% | $79,858-83.0% |
| Participation rate | 39.5% | 61.6%-22.1pp | 69.0%-29.5pp | 69.6%-30.1pp |
| Annual return | 17.97% | 30.45%-12.5pp | 134.60%-116.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $830 | $1,247-33.5% | $2,122-60.9% | $2,471-66.4% |
| Participant deferral / active EE | $1,357 | $2,512-46.0% | $3,373-59.8% | $3,740-63.7% |
| Admin fee / account holder | $241 | $4,536-94.7% | $5,959-96.0% | $5,306-95.5% |