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 | $13,415 | $68,547-80.4% | $120,354-88.9% | $80,856-83.4% |
| Participation rate | 46.3% | 61.6%-15.3pp | 71.9%-25.6pp | 67.6%-21.3pp |
| Annual return | 11.01% | 23.60%-12.6pp | 107.15%-96.1pp | 35.59%-24.6pp |
| Employer contribution / active EE | $880 | $2,051-57.1% | $3,463-74.6% | $2,755-68.0% |
| Participant deferral / active EE | $1,121 | $3,173-64.7% | $4,991-77.5% | $4,296-73.9% |
| Admin fee / account holder | $20 | $5,732-99.7% | $9,423-99.8% | $6,918-99.7% |