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 9-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 | $35,940 | $100,041-64.1% | $149,718-76.0% | $70,131-48.8% |
| Participation rate | 0.0% | 83.6%-83.6pp | 87.1%-87.1pp | 69.5%-69.5pp |
| Annual return | 25.30% | 27.43%-2.1pp | 1501.63%-1476.3pp | 73.14%-47.8pp |
| Employer contribution / active EE | $1,089 | $3,662-70.3% | $5,445-80.0% | $2,342-53.5% |
| Participant deferral / active EE | $3,332 | $4,983-33.1% | $6,569-49.3% | $3,3320% |
| Admin fee / account holder | $127 | $8,286-98.5% | $11,283-98.9% | $4,645-97.3% |