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 | $5,510 | $49,915-89.0% | $154,803-96.4% | $74,304-92.6% |
| Participation rate | 68.8% | 54.0%+14.8pp | 78.1%-9.3pp | 60.3%+8.4pp |
| Annual return | 22.46% | 34.06%-11.6pp | 58.88%-36.4pp | 29.43%-7.0pp |
| Employer contribution / active EE | $766 | $1,611-52.5% | $4,305-82.2% | $2,241-65.8% |
| Participant deferral / active EE | $1,353 | $2,255-40.0% | $5,540-75.6% | $3,767-64.1% |
| Admin fee / account holder | $63 | $2,189-97.1% | $14,329-99.6% | $2,969-97.9% |