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 | $4,637 | $49,915-90.7% | $154,803-97.0% | $74,304-93.8% |
| Participation rate | 60.3% | 54.0%+6.4pp | 78.1%-17.7pp | 60.3%0pp |
| Annual return | 49.07% | 34.06%+15.0pp | 58.88%-9.8pp | 29.43%+19.6pp |
| Employer contribution / active EE | $965 | $1,611-40.1% | $4,305-77.6% | $2,241-56.9% |
| Participant deferral / active EE | $2,130 | $2,255-5.5% | $5,540-61.6% | $3,767-43.5% |
| Admin fee / account holder | $224 | $2,189-89.8% | $14,329-98.4% | $2,969-92.4% |