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 6-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 | $19,803 | $109,413-81.9% | $156,263-87.3% | $84,808-76.6% |
| Participation rate | 57.1% | 72.7%-15.5pp | 78.9%-21.8pp | 68.3%-11.2pp |
| Annual return | 22.89% | 20.18%+2.7pp | 59.47%-36.6pp | 40.90%-18.0pp |
| Employer contribution / active EE | $982 | $2,907-66.2% | $4,333-77.3% | $2,631-62.7% |
| Participant deferral / active EE | $2,193 | $4,590-52.2% | $6,158-64.4% | $4,212-47.9% |
| Admin fee / account holder | $104 | $9,357-98.9% | $14,255-99.3% | $7,344-98.6% |