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 | $18,005 | $73,933-75.6% | $96,683-81.4% | $75,163-76.0% |
| Participation rate | 21.9% | 66.4%-44.5pp | 74.3%-52.5pp | 67.2%-45.3pp |
| Annual return | 27.05% | 26.70%+0.3pp | 35.69%-8.6pp | 160.62%-133.6pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,128 | $3,659-41.8% | $4,878-56.4% | $4,125-48.4% |
| Admin fee / account holder | $51 | $5,216-99.0% | $6,730-99.2% | $5,651-99.1% |