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 | $11,163 | $54,726-79.6% | $68,793-83.8% | $64,186-82.6% |
| Participation rate | 64.8% | 68.0%-3.2pp | 72.2%-7.4pp | 69.6%-4.8pp |
| Annual return | 7.71% | -1.62%+9.3pp | -4.63%+12.3pp | 7.63%+0.1pp |
| Employer contribution / active EE | $708 | $1,846-61.7% | $2,625-73.0% | $2,381-70.3% |
| Participant deferral / active EE | $1,062 | $2,626-59.6% | $3,311-67.9% | $3,470-69.4% |
| Admin fee / account holder | $227 | $4,027-94.4% | $5,131-95.6% | $4,888-95.4% |