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 7-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 | $7,557 | $73,981-89.8% | $105,722-92.9% | $62,891-88.0% |
| Participation rate | 25.0% | 71.7%-46.7pp | 78.9%-53.9pp | 69.3%-44.3pp |
| Annual return | 0.00% | 17.60%-17.6pp | 12.25%-12.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,079-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,824 | $4,038-54.8% | $5,326-65.8% | $3,203-43.1% |
| Admin fee / account holder | $0 | $5,976-100.0% | $8,308-100.0% | $4,296-100.0% |