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 6-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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $3,262 | $57,016-94.3% | $84,966-96.2% | $80,856-96.0% |
| Participation rate | 61.2% | 56.3%+4.9pp | 67.5%-6.3pp | 67.6%-6.4pp |
| Annual return | 4.98% | 21.66%-16.7pp | 66.38%-61.4pp | 35.59%-30.6pp |
| Employer contribution / active EE | $811 | $1,798-54.9% | $2,727-70.3% | $2,755-70.6% |
| Participant deferral / active EE | $1,322 | $3,110-57.5% | $4,519-70.7% | $4,296-69.2% |
| Admin fee / account holder | $117 | $4,980-97.7% | $6,149-98.1% | $6,918-98.3% |