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 | $16,529 | $65,365-74.7% | $92,893-82.2% | $72,985-77.4% |
| Participation rate | 55.4% | 68.3%-12.9pp | 76.0%-20.6pp | 69.5%-14.1pp |
| Annual return | 34.85% | 42.10%-7.3pp | 109.41%-74.6pp | 81.00%-46.1pp |
| Employer contribution / active EE | $1,524 | $2,594-41.3% | $3,653-58.3% | $2,440-37.5% |
| Participant deferral / active EE | $3,674 | $3,128+17.5% | $4,236-13.3% | $3,607+1.9% |
| Admin fee / account holder | $261 | $4,251-93.9% | $5,794-95.5% | $5,124-94.9% |