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 5-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 | $5,795 | $62,573-90.7% | $85,682-93.2% | $85,850-93.3% |
| Participation rate | 41.4% | 61.1%-19.8pp | 69.9%-28.5pp | 69.3%-27.9pp |
| Annual return | 0.00% | 23.77%-23.8pp | 21.49%-21.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $830 | $1,757-52.7% | $2,618-68.3% | $2,565-67.6% |
| Participant deferral / active EE | $2,101 | $2,802-25.0% | $3,923-46.5% | $3,952-46.8% |
| Admin fee / account holder | $52 | $4,640-98.9% | $6,873-99.2% | $6,260-99.2% |