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 3-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 | $18,489 | $78,926-76.6% | $136,749-86.5% | $84,808-78.2% |
| Participation rate | 62.3% | 62.2%+0.1pp | 72.1%-9.8pp | 68.3%-6.0pp |
| Annual return | 20.46% | 18.17%+2.3pp | 24.33%-3.9pp | 40.90%-20.4pp |
| Employer contribution / active EE | $1,385 | $2,134-35.1% | $3,400-59.3% | $2,631-47.3% |
| Participant deferral / active EE | $2,754 | $3,168-13.1% | $4,692-41.3% | $4,212-34.6% |
| Admin fee / account holder | $126 | $6,369-98.0% | $11,386-98.9% | $7,344-98.3% |