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 | $23,860 | $175,600-86.4% | $129,110-81.5% | $134,475-82.3% |
| Participation rate | 42.9% | 81.6%-38.7pp | 77.3%-34.4pp | 81.2%-38.4pp |
| Annual return | -18.47% | -11.39%-7.1pp | -10.94%-7.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,452 | $6,355-77.1% | $5,052-71.3% | $4,740-69.4% |
| Participant deferral / active EE | $2,804 | $7,975-64.8% | $6,542-57.1% | $6,400-56.2% |
| Admin fee / account holder | $0 | $23,567-100.0% | $14,302-100.0% | $11,426-100.0% |