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 10-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 | $26,668 | $144,119-81.5% | $117,854-77.4% | $147,584-81.9% |
| Participation rate | 62.5% | 83.4%-20.9pp | 79.7%-17.2pp | 82.8%-20.3pp |
| Annual return | 25.67% | 531.15%-505.5pp | 335.08%-309.4pp | 578.55%-552.9pp |
| Employer contribution / active EE | $1,436 | $4,896-70.7% | $3,786-62.1% | $4,876-70.5% |
| Participant deferral / active EE | $2,544 | $5,316-52.1% | $4,482-43.2% | $5,439-53.2% |
| Admin fee / account holder | $140 | $10,886-98.7% | $8,020-98.3% | $10,885-98.7% |