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 4-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 | $21,583 | $80,968-73.3% | $96,544-77.6% | $75,163-71.3% |
| Participation rate | 63.0% | 71.8%-8.8pp | 76.0%-13.0pp | 67.2%-4.2pp |
| Annual return | 125.27% | 27.06%+98.2pp | 25.84%+99.4pp | 160.62%-35.3pp |
| Employer contribution / active EE | $2,480 | $2,282+8.7% | $2,965-16.4% | $2,670-7.1% |
| Participant deferral / active EE | $3,879 | $3,928-1.2% | $4,851-20.0% | $4,125-6.0% |
| Admin fee / account holder | $0 | $6,724-100.0% | $8,252-100.0% | $5,651-100.0% |