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 5-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 | $5,021 | $71,050-92.9% | $93,606-94.6% | $80,856-93.8% |
| Participation rate | 45.0% | 60.4%-15.4pp | 68.7%-23.7pp | 67.6%-22.6pp |
| Annual return | 24.98% | 11.26%+13.7pp | 133.20%-108.2pp | 35.59%-10.6pp |
| Employer contribution / active EE | $1,064 | $1,564-32.0% | $2,420-56.0% | $2,755-61.4% |
| Participant deferral / active EE | $1,296 | $4,034-67.9% | $4,411-70.6% | $4,296-69.8% |
| Admin fee / account holder | $108 | $6,945-98.4% | $8,285-98.7% | $6,918-98.4% |