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 | $23,471 | $176,812-86.7% | $146,665-84.0% | $167,490-86.0% |
| Participation rate | 61.5% | 83.6%-22.1pp | 80.1%-18.5pp | 82.1%-20.6pp |
| Annual return | 37.47% | 24.03%+13.4pp | 22.74%+14.7pp | 478.56%-441.1pp |
| Employer contribution / active EE | $1,356 | $5,160-73.7% | $4,136-67.2% | $4,837-72.0% |
| Participant deferral / active EE | $2,269 | $6,440-64.8% | $5,506-58.8% | $6,341-64.2% |
| Admin fee / account holder | $20 | $13,259-99.9% | $10,280-99.8% | $12,309-99.8% |