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 | $15,396 | $176,812-91.3% | $146,665-89.5% | $167,490-90.8% |
| Participation rate | 66.7% | 83.6%-16.9pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 13.34% | 24.03%-10.7pp | 22.74%-9.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $1,764 | $5,160-65.8% | $4,136-57.3% | $4,837-63.5% |
| Participant deferral / active EE | $4,198 | $6,440-34.8% | $5,506-23.8% | $6,341-33.8% |
| Admin fee / account holder | $175 | $13,259-98.7% | $10,280-98.3% | $12,309-98.6% |