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 | $20,249 | $93,571-78.4% | $135,903-85.1% | $75,163-73.1% |
| Participation rate | 58.6% | 75.2%-16.6pp | 81.9%-23.3pp | 67.2%-8.6pp |
| Annual return | 31.22% | 30.90%+0.3pp | 68.23%-37.0pp | 160.62%-129.4pp |
| Employer contribution / active EE | $1,018 | $3,537-71.2% | $4,856-79.0% | $2,670-61.9% |
| Participant deferral / active EE | $3,709 | $6,404-42.1% | $7,758-52.2% | $4,125-10.1% |
| Admin fee / account holder | $215 | $6,975-96.9% | $10,762-98.0% | $5,651-96.2% |