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 | $7,157 | $72,277-90.1% | $101,248-92.9% | $79,858-91.0% |
| Participation rate | 41.5% | 68.5%-26.9pp | 75.8%-34.3pp | 69.6%-28.1pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.47%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $747 | $2,692-72.2% | $3,660-79.6% | $2,471-69.8% |
| Participant deferral / active EE | $1,898 | $3,282-42.2% | $4,370-56.6% | $3,740-49.3% |
| Admin fee / account holder | $196 | $4,400-95.5% | $5,945-96.7% | $5,306-96.3% |