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 6-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 | $12,261 | $118,849-89.7% | $96,562-87.3% | $167,490-92.7% |
| Participation rate | 62.5% | 75.5%-13.0pp | 69.8%-7.3pp | 82.1%-19.6pp |
| Annual return | 16.39% | 50.49%-34.1pp | 37.78%-21.4pp | 478.56%-462.2pp |
| Employer contribution / active EE | $704 | $3,120-77.4% | $2,356-70.1% | $4,837-85.5% |
| Participant deferral / active EE | $1,900 | $4,616-58.8% | $3,849-50.6% | $6,341-70.0% |
| Admin fee / account holder | $57 | $8,065-99.3% | $6,181-99.1% | $12,309-99.5% |