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 | $9,207 | $75,935-87.9% | $60,547-84.8% | $125,391-92.7% |
| Participation rate | 60.0% | 76.5%-16.5pp | 68.0%-8.0pp | 83.2%-23.2pp |
| Annual return | -1.68% | -5.38%+3.7pp | 335.64%-337.3pp | 282.22%-283.9pp |
| Employer contribution / active EE | $1,688 | $3,438-50.9% | $2,419-30.2% | $4,866-65.3% |
| Participant deferral / active EE | $2,492 | $4,506-44.7% | $3,328-25.1% | $5,352-53.4% |
| Admin fee / account holder | $18 | $6,768-99.7% | $4,536-99.6% | $9,540-99.8% |