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 3-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 | $3,721 | $60,022-93.8% | $88,946-95.8% | $84,808-95.6% |
| Participation rate | 63.0% | 57.8%+5.1pp | 68.8%-5.9pp | 68.3%-5.3pp |
| Annual return | 138.39% | 22.43%+116.0pp | 57.82%+80.6pp | 40.90%+97.5pp |
| Employer contribution / active EE | $263 | $1,703-84.5% | $2,555-89.7% | $2,631-90.0% |
| Participant deferral / active EE | $1,081 | $3,114-65.3% | $4,581-76.4% | $4,212-74.3% |
| Admin fee / account holder | $48 | $4,811-99.0% | $8,261-99.4% | $7,344-99.3% |