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 6-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 | $19,624 | $142,344-86.2% | $119,609-83.6% | $134,475-85.4% |
| Participation rate | 58.8% | 82.8%-24.0pp | 79.3%-20.4pp | 81.2%-22.4pp |
| Annual return | -19.32% | -12.44%-6.9pp | -14.97%-4.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,829 | $5,222-65.0% | $4,232-56.8% | $4,740-61.4% |
| Participant deferral / active EE | $2,851 | $6,469-55.9% | $5,602-49.1% | $6,400-55.5% |
| Admin fee / account holder | $78 | $13,584-99.4% | $10,323-99.2% | $11,426-99.3% |