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 3-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 | $6,688 | $175,202-96.2% | $149,673-95.5% | $139,434-95.2% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 60.57% | 166.71%-106.1pp | 134.42%-73.8pp | 372.94%-312.4pp |
| Employer contribution / active EE | $2,195 | $5,474-59.9% | $4,818-54.4% | $4,751-53.8% |
| Participant deferral / active EE | $3,317 | $6,519-49.1% | $5,680-41.6% | $6,710-50.6% |
| Admin fee / account holder | $113 | $16,150-99.3% | $13,210-99.1% | $11,403-99.0% |