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 | $24,454 | $202,318-87.9% | $172,739-85.8% | $152,861-84.0% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 25.93% | 1029.65%-1003.7pp | 802.84%-776.9pp | 345.32%-319.4pp |
| Employer contribution / active EE | $2,040 | $5,856-65.2% | $5,143-60.3% | $4,762-57.2% |
| Participant deferral / active EE | $4,284 | $5,948-28.0% | $5,198-17.6% | $5,850-26.8% |
| Admin fee / account holder | $159 | $17,109-99.1% | $13,954-98.9% | $11,596-98.6% |