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 | $6,822 | $87,540-92.2% | $75,781-91.0% | $125,391-94.6% |
| Participation rate | 33.3% | 80.2%-46.8pp | 75.8%-42.5pp | 83.2%-49.9pp |
| Annual return | -6.56% | 13.48%-20.0pp | 9.68%-16.2pp | 282.22%-288.8pp |
| Employer contribution / active EE | $1,503 | $3,930-61.8% | $3,323-54.8% | $4,866-69.1% |
| Participant deferral / active EE | $1,977 | $4,229-53.3% | $3,651-45.9% | $5,352-63.1% |
| Admin fee / account holder | $63 | $6,502-99.0% | $5,299-98.8% | $9,540-99.3% |