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 | $4,363 | $121,625-96.4% | $104,607-95.8% | $158,922-97.3% |
| Participation rate | 64.3% | 77.5%-13.2pp | 74.1%-9.8pp | 82.0%-17.7pp |
| Annual return | 26.02% | 465.26%-439.2pp | 340.46%-314.4pp | 302.83%-276.8pp |
| Employer contribution / active EE | $674 | $3,163-78.7% | $2,681-74.9% | $4,761-85.8% |
| Participant deferral / active EE | $1,266 | $4,177-69.7% | $3,740-66.1% | $5,982-78.8% |
| Admin fee / account holder | $279 | $7,787-96.4% | $6,473-95.7% | $11,246-97.5% |