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 | $1,853 | $51,175-96.4% | $70,515-97.4% | $75,163-97.5% |
| Participation rate | 67.6% | 60.9%+6.6pp | 68.3%-0.8pp | 67.2%+0.4pp |
| Annual return | 56.26% | 30.02%+26.2pp | 32.77%+23.5pp | 160.62%-104.4pp |
| Employer contribution / active EE | $879 | $1,826-51.9% | $2,973-70.4% | $2,670-67.1% |
| Participant deferral / active EE | $1,900 | $2,849-33.3% | $4,567-58.4% | $4,125-53.9% |
| Admin fee / account holder | $276 | $4,091-93.3% | $6,412-95.7% | $5,651-95.1% |