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 7-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 | $28,603 | $83,477-65.7% | $125,175-77.1% | $72,985-60.8% |
| Participation rate | 42.9% | 73.3%-30.5pp | 79.8%-36.9pp | 69.5%-26.6pp |
| Annual return | -3.91% | 25.78%-29.7pp | 43.79%-47.7pp | 81.00%-84.9pp |
| Employer contribution / active EE | $870 | $2,345-62.9% | $3,865-77.5% | $2,440-64.3% |
| Participant deferral / active EE | $2,547 | $3,585-29.0% | $4,937-48.4% | $3,607-29.4% |
| Admin fee / account holder | $106 | $5,517-98.1% | $9,702-98.9% | $5,124-97.9% |