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 8-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 | $21,746 | $89,355-75.7% | $141,162-84.6% | $72,985-70.2% |
| Participation rate | 64.7% | 75.1%-10.4pp | 82.5%-17.8pp | 69.5%-4.8pp |
| Annual return | 32.15% | 111.85%-79.7pp | 71.39%-39.2pp | 81.00%-48.8pp |
| Employer contribution / active EE | $1,807 | $3,114-42.0% | $4,735-61.8% | $2,440-25.9% |
| Participant deferral / active EE | $4,258 | $5,418-21.4% | $6,709-36.5% | $3,607+18.0% |
| Admin fee / account holder | $115 | $5,958-98.1% | $10,261-98.9% | $5,124-97.8% |