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 | $14,095 | $124,281-88.7% | $109,143-87.1% | $167,490-91.6% |
| Participation rate | 44.4% | 79.4%-35.0pp | 75.9%-31.4pp | 82.1%-37.7pp |
| Annual return | 16.90% | 26.04%-9.1pp | 25.75%-8.9pp | 478.56%-461.7pp |
| Employer contribution / active EE | $1,182 | $4,207-71.9% | $3,722-68.2% | $4,837-75.6% |
| Participant deferral / active EE | $2,906 | $5,255-44.7% | $4,653-37.5% | $6,341-54.2% |
| Admin fee / account holder | $64 | $7,970-99.2% | $6,752-99.0% | $12,309-99.5% |