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 | $19,343 | $232,540-91.7% | $185,117-89.6% | $147,584-86.9% |
| Participation rate | 36.4% | 82.4%-46.0pp | 77.3%-40.9pp | 82.8%-46.5pp |
| Annual return | 19.28% | 43.03%-23.8pp | 40.50%-21.2pp | 578.55%-559.3pp |
| Employer contribution / active EE | $622 | $5,195-88.0% | $4,182-85.1% | $4,876-87.3% |
| Participant deferral / active EE | $1,053 | $5,834-81.9% | $5,045-79.1% | $5,439-80.6% |
| Admin fee / account holder | $25 | $10,275-99.8% | $8,159-99.7% | $10,885-99.8% |