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 | $8,024 | $57,354-86.0% | $83,848-90.4% | $64,186-87.5% |
| Participation rate | 69.8% | 68.6%+1.2pp | 76.1%-6.3pp | 69.6%+0.2pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,488 | $2,545-41.5% | $3,631-59.0% | $2,381-37.5% |
| Participant deferral / active EE | $1,950 | $2,993-34.8% | $4,082-52.2% | $3,470-43.8% |
| Admin fee / account holder | $186 | $4,046-95.4% | $5,478-96.6% | $4,888-96.2% |