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.
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 | $9,441 | $99,032-90.5% | $80,019-88.2% | $135,375-93.0% |
| Participation rate | 63.6% | 78.4%-14.7pp | 75.8%-12.2pp | 82.6%-19.0pp |
| Annual return | -12.06% | 15.39%-27.4pp | 11.22%-23.3pp | 519.73%-531.8pp |
| Employer contribution / active EE | $934 | $3,043-69.3% | $2,468-62.2% | $4,779-80.5% |
| Participant deferral / active EE | $1,867 | $4,282-56.4% | $3,686-49.3% | $5,609-66.7% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |