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 3-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 | $1,448 | $25,014-94.2% | $69,647-97.9% | $80,856-98.2% |
| Participation rate | 67.1% | 64.2%+2.8pp | 66.5%+0.6pp | 67.6%-0.6pp |
| Annual return | 17.18% | 19.07%-1.9pp | 100.48%-83.3pp | 35.59%-18.4pp |
| Employer contribution / active EE | $335 | $993-66.2% | $1,712-80.4% | $2,755-87.8% |
| Participant deferral / active EE | $1,100 | $1,839-40.2% | $2,886-61.9% | $4,296-74.4% |
| Admin fee / account holder | $120 | $2,488-95.2% | $4,713-97.5% | $6,918-98.3% |