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 | $12,838 | $238,490-94.6% | $180,183-92.9% | $142,382-91.0% |
| Participation rate | 54.5% | 82.3%-27.7pp | 77.4%-22.9pp | 80.1%-25.6pp |
| Annual return | 28.77% | 33.56%-4.8pp | 27.86%+0.9pp | 217.08%-188.3pp |
| Employer contribution / active EE | $1,427 | $6,143-76.8% | $5,039-71.7% | $4,299-66.8% |
| Participant deferral / active EE | $3,391 | $7,996-57.6% | $6,822-50.3% | $6,507-47.9% |
| Admin fee / account holder | $16 | $28,866-99.9% | $19,975-99.9% | $12,624-99.9% |