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 9-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 | $28,249 | $86,929-67.5% | $102,423-72.4% | $80,856-65.1% |
| Participation rate | 43.8% | 72.4%-28.5pp | 76.5%-32.7pp | 67.6%-23.8pp |
| Annual return | 11.33% | 18.88%-7.6pp | 29.32%-18.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,879 | $4,118-54.4% | $5,053-62.8% | $4,296-56.3% |
| Admin fee / account holder | $288 | $8,049-96.4% | $9,451-97.0% | $6,918-95.8% |