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 | $1,513 | $51,175-97.0% | $70,515-97.9% | $75,163-98.0% |
| Participation rate | 66.7% | 60.9%+5.7pp | 68.3%-1.7pp | 67.2%-0.5pp |
| Annual return | 82.51% | 30.02%+52.5pp | 32.77%+49.7pp | 160.62%-78.1pp |
| Employer contribution / active EE | $550 | $1,826-69.9% | $2,973-81.5% | $2,670-79.4% |
| Participant deferral / active EE | $1,709 | $2,849-40.0% | $4,567-62.6% | $4,125-58.6% |
| Admin fee / account holder | $159 | $4,091-96.1% | $6,412-97.5% | $5,651-97.2% |