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 | $12,347 | $50,958-75.8% | $74,550-83.4% | $64,186-80.8% |
| Participation rate | 44.6% | 61.1%-16.4pp | 69.1%-24.5pp | 69.6%-25.0pp |
| Annual return | -6.83% | -1.86%-5.0pp | 32.53%-39.4pp | 7.63%-14.5pp |
| Employer contribution / active EE | $607 | $1,115-45.6% | $1,961-69.1% | $2,381-74.5% |
| Participant deferral / active EE | $1,408 | $2,301-38.8% | $3,108-54.7% | $3,470-59.4% |
| Admin fee / account holder | $210 | $4,223-95.0% | $5,060-95.9% | $4,888-95.7% |