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 5-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 | $10,999 | $133,958-91.8% | $112,228-90.2% | $134,475-91.8% |
| Participation rate | 45.5% | 78.6%-33.1pp | 75.1%-29.6pp | 81.2%-35.8pp |
| Annual return | -21.65% | 47.11%-68.8pp | 27.45%-49.1pp | 417.96%-439.6pp |
| Employer contribution / active EE | $890 | $4,038-78.0% | $3,635-75.5% | $4,740-81.2% |
| Participant deferral / active EE | $1,857 | $5,291-64.9% | $4,728-60.7% | $6,400-71.0% |
| Admin fee / account holder | $54 | $7,489-99.3% | $6,410-99.2% | $11,426-99.5% |