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 | $10,742 | $81,840-86.9% | $63,412-83.1% | $125,391-91.4% |
| Participation rate | 31.6% | 73.0%-41.5pp | 67.1%-35.5pp | 83.2%-51.6pp |
| Annual return | 0.00% | -0.10%+0.1pp | 4.04%-4.0pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,385 | $2,377-41.7% | $1,814-23.6% | $4,866-71.5% |
| Participant deferral / active EE | $2,062 | $3,064-32.7% | $2,496-17.4% | $5,352-61.5% |
| Admin fee / account holder | $21 | $4,951-99.6% | $3,753-99.4% | $9,540-99.8% |