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 | $23,046 | $180,028-87.2% | $138,135-83.3% | $158,922-85.5% |
| Participation rate | 52.9% | 82.2%-29.3pp | 78.7%-25.8pp | 82.0%-29.0pp |
| Annual return | 27.17% | 21.68%+5.5pp | 20.51%+6.7pp | 302.83%-275.7pp |
| Employer contribution / active EE | $2,253 | $7,470-69.8% | $5,587-59.7% | $4,761-52.7% |
| Participant deferral / active EE | $3,570 | $7,717-53.7% | $6,431-44.5% | $5,982-40.3% |
| Admin fee / account holder | $75 | $17,912-99.6% | $11,856-99.4% | $11,246-99.3% |