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 10-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 | $28,040 | $209,411-86.6% | $178,490-84.3% | $158,922-82.4% |
| Participation rate | 52.2% | 86.3%-34.2pp | 81.9%-29.7pp | 82.0%-29.8pp |
| Annual return | 15.11% | 188.75%-173.6pp | 151.07%-136.0pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,850 | $5,706-67.6% | $5,011-63.1% | $4,761-61.1% |
| Participant deferral / active EE | $2,198 | $5,954-63.1% | $5,202-57.7% | $5,982-63.3% |
| Admin fee / account holder | $30 | $17,074-99.8% | $13,984-99.8% | $11,246-99.7% |