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 | $21,785 | $80,968-73.1% | $96,544-77.4% | $75,163-71.0% |
| Participation rate | 63.0% | 71.8%-8.8pp | 76.0%-13.0pp | 67.2%-4.2pp |
| Annual return | 0.00% | 27.06%-27.1pp | 25.84%-25.8pp | 160.62%-160.6pp |
| Employer contribution / active EE | $2,197 | $2,282-3.7% | $2,965-25.9% | $2,670-17.7% |
| Participant deferral / active EE | $6,417 | $3,928+63.4% | $4,851+32.3% | $4,125+55.6% |
| Admin fee / account holder | $33 | $6,724-99.5% | $8,252-99.6% | $5,651-99.4% |