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 | $10,689 | $152,587-93.0% | $125,175-91.5% | $152,861-93.0% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.4%-15.8pp |
| Annual return | 48.96% | 54.84%-5.9pp | 43.79%+5.2pp | 345.32%-296.4pp |
| Employer contribution / active EE | $2,415 | $4,946-51.2% | $3,865-37.5% | $4,762-49.3% |
| Participant deferral / active EE | $3,373 | $5,868-42.5% | $4,937-31.7% | $5,850-42.3% |
| Admin fee / account holder | $26 | $13,434-99.8% | $9,702-99.7% | $11,596-99.8% |