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 | $8,237 | $50,958-83.8% | $74,550-89.0% | $64,186-87.2% |
| Participation rate | 65.4% | 61.1%+4.3pp | 69.1%-3.8pp | 69.6%-4.2pp |
| Annual return | -9.53% | -1.86%-7.7pp | 32.53%-42.1pp | 7.63%-17.2pp |
| Employer contribution / active EE | $523 | $1,115-53.1% | $1,961-73.3% | $2,381-78.0% |
| Participant deferral / active EE | $1,899 | $2,301-17.5% | $3,108-38.9% | $3,470-45.3% |
| Admin fee / account holder | $68 | $4,223-98.4% | $5,060-98.7% | $4,888-98.6% |