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 9-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 | $15,468 | $57,354-73.0% | $83,848-81.6% | $64,186-75.9% |
| Participation rate | 28.8% | 68.6%-39.8pp | 76.1%-47.3pp | 69.6%-40.7pp |
| Annual return | -30.44% | 11.38%-41.8pp | 850.88%-881.3pp | 7.63%-38.1pp |
| Employer contribution / active EE | $845 | $2,545-66.8% | $3,631-76.7% | $2,381-64.5% |
| Participant deferral / active EE | $2,833 | $2,993-5.3% | $4,082-30.6% | $3,470-18.3% |
| Admin fee / account holder | $24 | $4,046-99.4% | $5,478-99.6% | $4,888-99.5% |