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 | $9,113 | $133,922-93.2% | $116,228-92.2% | $142,382-93.6% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.6%-17.4pp | 80.1%-23.0pp |
| Annual return | 28.08% | 147.76%-119.7pp | 90.06%-62.0pp | 217.08%-189.0pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,967 | $5,672-47.7% | $4,953-40.1% | $6,507-54.4% |
| Admin fee / account holder | $252 | $14,945-98.3% | $11,989-97.9% | $12,624-98.0% |