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 7-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 | $14,048 | $87,733-84.0% | $106,548-86.8% | $85,850-83.6% |
| Participation rate | 63.0% | 71.9%-9.0pp | 76.1%-13.2pp | 69.3%-6.4pp |
| Annual return | 16.70% | 21.86%-5.2pp | 26.80%-10.1pp | 318.53%-301.8pp |
| Employer contribution / active EE | $1,219 | $2,073-41.2% | $2,819-56.7% | $2,565-52.5% |
| Participant deferral / active EE | $2,383 | $3,469-31.3% | $4,398-45.8% | $3,952-39.7% |
| Admin fee / account holder | $178 | $6,767-97.4% | $7,407-97.6% | $6,260-97.2% |