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 | $24,211 | $80,968-70.1% | $96,544-74.9% | $75,163-67.8% |
| Participation rate | 57.7% | 71.8%-14.1pp | 76.0%-18.3pp | 67.2%-9.5pp |
| Annual return | 20.25% | 27.06%-6.8pp | 25.84%-5.6pp | 160.62%-140.4pp |
| Employer contribution / active EE | $643 | $2,282-71.8% | $2,965-78.3% | $2,670-75.9% |
| Participant deferral / active EE | $1,998 | $3,928-49.1% | $4,851-58.8% | $4,125-51.6% |
| Admin fee / account holder | $165 | $6,724-97.5% | $8,252-98.0% | $5,651-97.1% |