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 4-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 | $8,610 | $77,899-88.9% | $149,673-94.2% | $75,163-88.5% |
| Participation rate | 38.2% | 65.6%-27.3pp | 78.8%-40.5pp | 67.2%-29.0pp |
| Annual return | 35.92% | 31.72%+4.2pp | 134.42%-98.5pp | 160.62%-124.7pp |
| Employer contribution / active EE | $584 | $3,137-81.4% | $4,818-87.9% | $2,670-78.1% |
| Participant deferral / active EE | $1,320 | $3,411-61.3% | $5,680-76.8% | $4,125-68.0% |
| Admin fee / account holder | $162 | $5,956-97.3% | $13,210-98.8% | $5,651-97.1% |