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 | $19,427 | $81,900-76.3% | $119,609-83.8% | $68,494-71.6% |
| Participation rate | 59.4% | 71.9%-12.5pp | 79.3%-19.9pp | 67.9%-8.5pp |
| Annual return | -19.27% | -23.82%+4.6pp | -14.97%-4.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,705 | $2,693-36.7% | $4,232-59.7% | $2,596-34.3% |
| Participant deferral / active EE | $4,315 | $4,148+4.0% | $5,602-23.0% | $4,027+7.1% |
| Admin fee / account holder | $172 | $6,582-97.4% | $10,323-98.3% | $5,403-96.8% |