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 | $6,489 | $73,867-91.2% | $143,757-95.5% | $68,494-90.5% |
| Participation rate | 25.8% | 66.7%-40.8pp | 80.3%-54.5pp | 67.9%-42.1pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $888 | $3,184-72.1% | $4,951-82.1% | $2,596-65.8% |
| Participant deferral / active EE | $1,038 | $3,384-69.3% | $5,637-81.6% | $4,027-74.2% |
| Admin fee / account holder | $112 | $5,755-98.1% | $14,673-99.2% | $5,403-97.9% |