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 7-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 | $31,942 | $109,413-70.8% | $156,263-79.6% | $84,808-62.3% |
| Participation rate | 59.3% | 72.7%-13.4pp | 78.9%-19.6pp | 68.3%-9.1pp |
| Annual return | 18.37% | 20.18%-1.8pp | 59.47%-41.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,163 | $2,907-25.6% | $4,333-50.1% | $2,631-17.8% |
| Participant deferral / active EE | $4,129 | $4,590-10.0% | $6,158-33.0% | $4,212-2.0% |
| Admin fee / account holder | $266 | $9,357-97.2% | $14,255-98.1% | $7,344-96.4% |