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 | $11,514 | $93,571-87.7% | $135,903-91.5% | $75,163-84.7% |
| Participation rate | 55.0% | 75.2%-20.2pp | 81.9%-26.9pp | 67.2%-12.2pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.23%-68.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $2,646 | $3,537-25.2% | $4,856-45.5% | $2,670-0.9% |
| Participant deferral / active EE | $6,764 | $6,404+5.6% | $7,758-12.8% | $4,125+64.0% |
| Admin fee / account holder | $232 | $6,975-96.7% | $10,762-97.8% | $5,651-95.9% |