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 4-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 | $8,193 | $61,605-86.7% | $112,229-92.7% | $75,163-89.1% |
| Participation rate | 50.0% | 61.7%-11.7pp | 72.4%-22.4pp | 67.2%-17.2pp |
| Annual return | 16.03% | 28.47%-12.4pp | 30.20%-14.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $943 | $2,015-53.2% | $3,430-72.5% | $2,670-64.7% |
| Participant deferral / active EE | $1,698 | $3,108-45.4% | $4,798-64.6% | $4,125-58.8% |
| Admin fee / account holder | $30 | $4,862-99.4% | $7,748-99.6% | $5,651-99.5% |