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 5-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 | $9,644 | $86,286-88.8% | $111,297-91.3% | $85,850-88.8% |
| Participation rate | 59.4% | 73.3%-14.0pp | 77.3%-17.9pp | 69.3%-9.9pp |
| Annual return | 14.68% | 19.99%-5.3pp | 54.65%-40.0pp | 318.53%-303.9pp |
| Employer contribution / active EE | $914 | $2,043-55.3% | $2,731-66.5% | $2,565-64.4% |
| Participant deferral / active EE | $1,792 | $3,641-50.8% | $4,487-60.1% | $3,952-54.7% |
| Admin fee / account holder | $102 | $8,188-98.8% | $7,964-98.7% | $6,260-98.4% |