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 6-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 | $16,079 | $124,281-87.1% | $109,143-85.3% | $167,490-90.4% |
| Participation rate | 54.5% | 79.4%-24.9pp | 75.9%-21.3pp | 82.1%-27.6pp |
| Annual return | 23.48% | 26.04%-2.6pp | 25.75%-2.3pp | 478.56%-455.1pp |
| Employer contribution / active EE | $1,461 | $4,207-65.3% | $3,722-60.8% | $4,837-69.8% |
| Participant deferral / active EE | $2,375 | $5,255-54.8% | $4,653-49.0% | $6,341-62.5% |
| Admin fee / account holder | $79 | $7,970-99.0% | $6,752-98.8% | $12,309-99.4% |