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 | $21,724 | $85,766-74.7% | $136,294-84.1% | $70,131-69.0% |
| Participation rate | 61.5% | 74.2%-12.7pp | 81.9%-20.5pp | 69.5%-8.1pp |
| Annual return | 17.93% | 31.45%-13.5pp | 5155.94%-5138.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $777 | $2,966-73.8% | $4,695-83.5% | $2,342-66.8% |
| Participant deferral / active EE | $3,043 | $5,051-39.8% | $6,247-51.3% | $3,332-8.7% |
| Admin fee / account holder | $93 | $5,420-98.3% | $9,243-99.0% | $4,645-98.0% |