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 | $10,629 | $98,750-89.2% | $149,696-92.9% | $79,858-86.7% |
| Participation rate | 65.4% | 75.8%-10.4pp | 82.5%-17.1pp | 69.6%-4.2pp |
| Annual return | 20.66% | 27.43%-6.8pp | 276.60%-255.9pp | 31.71%-11.1pp |
| Employer contribution / active EE | $808 | $3,216-74.9% | $4,644-82.6% | $2,471-67.3% |
| Participant deferral / active EE | $3,198 | $5,680-43.7% | $6,842-53.3% | $3,740-14.5% |
| Admin fee / account holder | $133 | $6,053-97.8% | $9,309-98.6% | $5,306-97.5% |