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 | $18,155 | $93,571-80.6% | $135,903-86.6% | $75,163-75.8% |
| Participation rate | 69.2% | 75.2%-5.9pp | 81.9%-12.7pp | 67.2%+2.0pp |
| Annual return | 29.40% | 30.90%-1.5pp | 68.23%-38.8pp | 160.62%-131.2pp |
| Employer contribution / active EE | $2,341 | $3,537-33.8% | $4,856-51.8% | $2,670-12.3% |
| Participant deferral / active EE | $6,309 | $6,404-1.5% | $7,758-18.7% | $4,125+52.9% |
| Admin fee / account holder | $269 | $6,975-96.1% | $10,762-97.5% | $5,651-95.2% |