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 4-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 | $19,847 | $80,968-75.5% | $96,544-79.4% | $75,163-73.6% |
| Participation rate | 22.6% | 71.8%-49.2pp | 76.0%-53.4pp | 67.2%-44.6pp |
| Annual return | 30.39% | 27.06%+3.3pp | 25.84%+4.6pp | 160.62%-130.2pp |
| Employer contribution / active EE | $961 | $2,282-57.9% | $2,965-67.6% | $2,670-64.0% |
| Participant deferral / active EE | $1,800 | $3,928-54.2% | $4,851-62.9% | $4,125-56.4% |
| Admin fee / account holder | $248 | $6,724-96.3% | $8,252-97.0% | $5,651-95.6% |