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 | $13,435 | $185,822-92.8% | $169,993-92.1% | $139,434-90.4% |
| Participation rate | 52.9% | 87.8%-34.8pp | 87.0%-34.1pp | 80.3%-27.4pp |
| Annual return | 68.61% | 60.50%+8.1pp | 53.37%+15.2pp | 372.94%-304.3pp |
| Employer contribution / active EE | $1,646 | $7,590-78.3% | $6,785-75.7% | $4,751-65.4% |
| Participant deferral / active EE | $3,848 | $11,622-66.9% | $10,408-63.0% | $6,710-42.7% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |