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 7-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 | $12,395 | $72,277-82.9% | $101,248-87.8% | $79,858-84.5% |
| Participation rate | 33.3% | 68.5%-35.1pp | 75.8%-42.5pp | 69.6%-36.3pp |
| Annual return | 49.49% | 22.30%+27.2pp | 46.47%+3.0pp | 31.71%+17.8pp |
| Employer contribution / active EE | $690 | $2,692-74.4% | $3,660-81.2% | $2,471-72.1% |
| Participant deferral / active EE | $1,549 | $3,282-52.8% | $4,370-64.5% | $3,740-58.6% |
| Admin fee / account holder | $19 | $4,400-99.6% | $5,945-99.7% | $5,306-99.6% |