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 | $7,637 | $114,381-93.3% | $107,525-92.9% | $142,382-94.6% |
| Participation rate | 54.5% | 78.1%-23.6pp | 75.1%-20.5pp | 80.1%-25.6pp |
| Annual return | 26.71% | 242.71%-216.0pp | 181.32%-154.6pp | 217.08%-190.4pp |
| Employer contribution / active EE | $1,251 | $4,015-68.8% | $3,754-66.7% | $4,299-70.9% |
| Participant deferral / active EE | $1,987 | $5,564-64.3% | $5,116-61.2% | $6,507-69.5% |
| Admin fee / account holder | $40 | $9,860-99.6% | $8,919-99.5% | $12,624-99.7% |