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 | $6,643 | $54,229-87.7% | $70,092-90.5% | $68,494-90.3% |
| Participation rate | 32.4% | 64.5%-32.1pp | 70.5%-38.0pp | 67.9%-35.5pp |
| Annual return | -32.29% | -13.87%-18.4pp | 190.73%-223.0pp | -7.84%-24.4pp |
| Employer contribution / active EE | $781 | $2,018-61.3% | $2,559-69.5% | $2,596-69.9% |
| Participant deferral / active EE | $1,465 | $2,956-50.4% | $3,849-61.9% | $4,027-63.6% |
| Admin fee / account holder | $274 | $4,694-94.2% | $6,267-95.6% | $5,403-94.9% |