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 | $24,816 | $76,367-67.5% | $93,606-73.5% | $72,985-66.0% |
| Participation rate | 67.6% | 71.7%-4.2pp | 75.8%-8.3pp | 69.5%-1.9pp |
| Annual return | 2954.08% | 25.82%+2928.3pp | 32.76%+2921.3pp | 81.00%+2873.1pp |
| Employer contribution / active EE | $1,602 | $2,275-29.6% | $2,718-41.1% | $2,440-34.4% |
| Participant deferral / active EE | $3,724 | $3,538+5.3% | $4,069-8.5% | $3,607+3.2% |
| Admin fee / account holder | $62 | $6,838-99.1% | $7,888-99.2% | $5,124-98.8% |