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 | $12,715 | $175,202-92.7% | $149,673-91.5% | $139,434-90.9% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 31.95% | 166.71%-134.8pp | 134.42%-102.5pp | 372.94%-341.0pp |
| Employer contribution / active EE | $1,187 | $5,474-78.3% | $4,818-75.4% | $4,751-75.0% |
| Participant deferral / active EE | $3,411 | $6,519-47.7% | $5,680-39.9% | $6,710-49.2% |
| Admin fee / account holder | $212 | $16,150-98.7% | $13,210-98.4% | $11,403-98.1% |