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 | $8,241 | $45,035-81.7% | $62,995-86.9% | $70,131-88.2% |
| Participation rate | 68.6% | 69.5%-1.0pp | 74.8%-6.2pp | 69.5%-1.0pp |
| Annual return | 21.26% | 18.76%+2.5pp | 87.57%-66.3pp | 73.14%-51.9pp |
| Employer contribution / active EE | $1,103 | $2,051-46.2% | $2,759-60.0% | $2,342-52.9% |
| Participant deferral / active EE | $1,635 | $2,465-33.6% | $3,329-50.9% | $3,332-50.9% |
| Admin fee / account holder | $27 | $2,834-99.0% | $3,600-99.2% | $4,645-99.4% |