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 | $4,441 | $77,899-94.3% | $149,673-97.0% | $75,163-94.1% |
| Participation rate | 69.2% | 65.6%+3.7pp | 78.8%-9.5pp | 67.2%+2.0pp |
| Annual return | 23.59% | 31.72%-8.1pp | 134.42%-110.8pp | 160.62%-137.0pp |
| Employer contribution / active EE | $381 | $3,137-87.9% | $4,818-92.1% | $2,670-85.7% |
| Participant deferral / active EE | $1,008 | $3,411-70.4% | $5,680-82.3% | $4,125-75.6% |
| Admin fee / account holder | $157 | $5,956-97.4% | $13,210-98.8% | $5,651-97.2% |