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 | $2,707 | $51,175-94.7% | $70,515-96.2% | $75,163-96.4% |
| Participation rate | 63.2% | 60.9%+2.2pp | 68.3%-5.2pp | 67.2%-4.0pp |
| Annual return | 0.00% | 30.02%-30.0pp | 32.77%-32.8pp | 160.62%-160.6pp |
| Employer contribution / active EE | $759 | $1,826-58.4% | $2,973-74.5% | $2,670-71.6% |
| Participant deferral / active EE | $2,185 | $2,849-23.3% | $4,567-52.2% | $4,125-47.0% |
| Admin fee / account holder | $53 | $4,091-98.7% | $6,412-99.2% | $5,651-99.1% |