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 10-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 | $26,230 | $202,318-87.0% | $172,739-84.8% | $152,861-82.8% |
| Participation rate | 64.3% | 87.1%-22.8pp | 82.6%-18.4pp | 82.4%-18.2pp |
| Annual return | 19.11% | 1029.65%-1010.5pp | 802.84%-783.7pp | 345.32%-326.2pp |
| Employer contribution / active EE | $1,521 | $5,856-74.0% | $5,143-70.4% | $4,762-68.1% |
| Participant deferral / active EE | $2,675 | $5,948-55.0% | $5,198-48.5% | $5,850-54.3% |
| Admin fee / account holder | $132 | $17,109-99.2% | $13,954-99.1% | $11,596-98.9% |