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 | $16,489 | $126,574-87.0% | $106,213-84.5% | $145,922-88.7% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 16.03% | 224.79%-208.8pp | 116.14%-100.1pp | 561.29%-545.3pp |
| Employer contribution / active EE | $1,204 | $3,730-67.7% | $3,171-62.0% | $4,660-74.2% |
| Participant deferral / active EE | $1,970 | $5,724-65.6% | $5,016-60.7% | $6,688-70.5% |
| Admin fee / account holder | $10 | $17,304-99.9% | $11,033-99.9% | $13,397-99.9% |