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 3-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 | $8,952 | $81,248-89.0% | $155,509-94.2% | $80,856-88.9% |
| Participation rate | 27.3% | 66.2%-39.0pp | 78.2%-50.9pp | 67.6%-40.4pp |
| Annual return | 220.06% | 33.31%+186.8pp | 64.67%+155.4pp | 35.59%+184.5pp |
| Employer contribution / active EE | $717 | $3,100-76.9% | $4,672-84.7% | $2,755-74.0% |
| Participant deferral / active EE | $1,624 | $3,452-52.9% | $5,626-71.1% | $4,296-62.2% |
| Admin fee / account holder | $255 | $7,997-96.8% | $15,912-98.4% | $6,918-96.3% |