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 | $14,657 | $43,723-66.5% | $121,196-87.9% | $64,186-77.2% |
| Participation rate | 48.5% | 58.3%-9.8pp | 71.7%-23.3pp | 69.6%-21.1pp |
| Annual return | -2.79% | 68.91%-71.7pp | 16.93%-19.7pp | 7.63%-10.4pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,718 | $2,280-24.6% | $3,344-48.6% | $3,470-50.5% |
| Admin fee / account holder | $62 | $3,501-98.2% | $5,019-98.8% | $4,888-98.7% |