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 6-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 | $16,772 | $176,056-90.5% | $159,436-89.5% | $167,490-90.0% |
| Participation rate | 27.3% | 84.9%-57.7pp | 82.8%-55.5pp | 82.1%-54.8pp |
| Annual return | 39.29% | 331.75%-292.5pp | 263.57%-224.3pp | 478.56%-439.3pp |
| Employer contribution / active EE | $1,217 | $5,297-77.0% | $4,829-74.8% | $4,837-74.8% |
| Participant deferral / active EE | $3,673 | $7,750-52.6% | $7,352-50.0% | $6,341-42.1% |
| Admin fee / account holder | $76 | $12,554-99.4% | $10,799-99.3% | $12,309-99.4% |