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 | $22,119 | $87,870-74.8% | $113,168-80.5% | $74,304-70.2% |
| Participation rate | 41.7% | 70.7%-29.0pp | 76.6%-34.8pp | 60.3%-18.6pp |
| Annual return | 17.46% | 26.44%-9.0pp | 24.27%-6.8pp | 29.43%-12.0pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,978 | $4,241-53.4% | $5,107-61.3% | $3,767-47.5% |
| Admin fee / account holder | $128 | $3,368-96.2% | $12,068-98.9% | $2,969-95.7% |