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 8-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 | $14,145 | $89,355-84.2% | $141,162-90.0% | $72,985-80.6% |
| Participation rate | 69.2% | 75.1%-5.9pp | 82.5%-13.2pp | 69.5%-0.3pp |
| Annual return | 47.75% | 111.85%-64.1pp | 71.39%-23.6pp | 81.00%-33.2pp |
| Employer contribution / active EE | $2,509 | $3,114-19.4% | $4,735-47.0% | $2,440+2.8% |
| Participant deferral / active EE | $4,637 | $5,418-14.4% | $6,709-30.9% | $3,607+28.5% |
| Admin fee / account holder | $35 | $5,958-99.4% | $10,261-99.7% | $5,124-99.3% |