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 | $9,755 | $61,272-84.1% | $149,673-93.5% | $71,457-86.3% |
| Participation rate | 26.7% | 62.5%-35.8pp | 78.8%-52.1pp | 67.9%-41.3pp |
| Annual return | 45.85% | 35.85%+10.0pp | 134.42%-88.6pp | 28.85%+17.0pp |
| Employer contribution / active EE | $851 | $2,378-64.2% | $4,818-82.3% | $2,588-67.1% |
| Participant deferral / active EE | $1,662 | $2,917-43.0% | $5,680-70.7% | $4,289-61.3% |
| Admin fee / account holder | $269 | $1,261-78.7% | $13,210-98.0% | $1,587-83.1% |