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 | $2,016 | $51,175-96.1% | $70,515-97.1% | $75,163-97.3% |
| Participation rate | 57.1% | 60.9%-3.8pp | 68.3%-11.2pp | 67.2%-10.0pp |
| Annual return | 110.46% | 30.02%+80.4pp | 32.77%+77.7pp | 160.62%-50.2pp |
| Employer contribution / active EE | $568 | $1,826-68.9% | $2,973-80.9% | $2,670-78.7% |
| Participant deferral / active EE | $1,128 | $2,849-60.4% | $4,567-75.3% | $4,125-72.7% |
| Admin fee / account holder | $93 | $4,091-97.7% | $6,412-98.6% | $5,651-98.4% |