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 | $3,534 | $92,703-96.2% | $82,719-95.7% | $134,475-97.4% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -56.47% | 944.92%-1001.4pp | 701.18%-757.7pp | 417.96%-474.4pp |
| Employer contribution / active EE | $394 | $3,274-88.0% | $3,009-86.9% | $4,740-91.7% |
| Participant deferral / active EE | $4,583 | $4,802-4.6% | $4,395+4.3% | $6,400-28.4% |
| Admin fee / account holder | $33 | $5,983-99.5% | $5,329-99.4% | $11,426-99.7% |