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 | $1,678 | $51,175-96.7% | $70,515-97.6% | $75,163-97.8% |
| Participation rate | 66.0% | 60.9%+5.1pp | 68.3%-2.3pp | 67.2%-1.2pp |
| Annual return | 145.49% | 30.02%+115.5pp | 32.77%+112.7pp | 160.62%-15.1pp |
| Employer contribution / active EE | $359 | $1,826-80.3% | $2,973-87.9% | $2,670-86.5% |
| Participant deferral / active EE | $1,409 | $2,849-50.6% | $4,567-69.1% | $4,125-65.8% |
| Admin fee / account holder | $17 | $4,091-99.6% | $6,412-99.7% | $5,651-99.7% |