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 | $4,379 | $49,915-91.2% | $154,803-97.2% | $74,304-94.1% |
| Participation rate | 61.1% | 54.0%+7.2pp | 78.1%-17.0pp | 60.3%+0.8pp |
| Annual return | 22.09% | 34.06%-12.0pp | 58.88%-36.8pp | 29.43%-7.3pp |
| Employer contribution / active EE | $520 | $1,611-67.7% | $4,305-87.9% | $2,241-76.8% |
| Participant deferral / active EE | $864 | $2,255-61.7% | $5,540-84.4% | $3,767-77.1% |
| Admin fee / account holder | $295 | $2,189-86.5% | $14,329-97.9% | $2,969-90.1% |