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 8-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 | $18,345 | $73,933-75.2% | $96,683-81.0% | $75,163-75.6% |
| Participation rate | 43.8% | 66.4%-22.7pp | 74.3%-30.6pp | 67.2%-23.4pp |
| Annual return | 21.20% | 26.70%-5.5pp | 35.69%-14.5pp | 160.62%-139.4pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,561 | $3,659-57.3% | $4,878-68.0% | $4,125-62.2% |
| Admin fee / account holder | $295 | $5,216-94.3% | $6,730-95.6% | $5,651-94.8% |