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 | $25,023 | $80,968-69.1% | $96,544-74.1% | $75,163-66.7% |
| Participation rate | 56.7% | 71.8%-15.1pp | 76.0%-19.3pp | 67.2%-10.5pp |
| Annual return | 48.70% | 27.06%+21.6pp | 25.84%+22.9pp | 160.62%-111.9pp |
| Employer contribution / active EE | $663 | $2,282-70.9% | $2,965-77.6% | $2,670-75.2% |
| Participant deferral / active EE | $1,831 | $3,928-53.4% | $4,851-62.3% | $4,125-55.6% |
| Admin fee / account holder | $71 | $6,724-99.0% | $8,252-99.1% | $5,651-98.8% |