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 | $4,213 | $27,839-84.9% | $58,482-92.8% | $71,457-94.1% |
| Participation rate | 52.9% | 34.5%+18.4pp | 50.9%+2.1pp | 67.9%-15.0pp |
| Annual return | 30.39% | 26.81%+3.6pp | 4239.32%-4208.9pp | 28.85%+1.5pp |
| Employer contribution / active EE | $580 | $631-8.1% | $1,053-45.0% | $2,588-77.6% |
| Participant deferral / active EE | $831 | $1,206-31.1% | $1,924-56.8% | $4,289-80.6% |
| Admin fee / account holder | $156 | $1,641-90.5% | $2,516-93.8% | $1,587-90.2% |