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 | $12,235 | $78,422-84.4% | $95,952-87.2% | $79,858-84.7% |
| Participation rate | 46.2% | 73.5%-27.3pp | 77.1%-30.9pp | 69.6%-23.5pp |
| Annual return | 63.08% | 19.37%+43.7pp | 91.61%-28.5pp | 31.71%+31.4pp |
| Employer contribution / active EE | $1,239 | $1,945-36.3% | $2,541-51.2% | $2,471-49.9% |
| Participant deferral / active EE | $3,479 | $3,440+1.1% | $4,167-16.5% | $3,740-7.0% |
| Admin fee / account holder | $59 | $5,622-99.0% | $6,795-99.1% | $5,306-98.9% |