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 | $20,575 | $127,777-83.9% | $106,548-80.7% | $167,490-87.7% |
| Participation rate | 47.4% | 78.3%-30.9pp | 76.1%-28.8pp | 82.1%-34.7pp |
| Annual return | 4.47% | 33.87%-29.4pp | 26.80%-22.3pp | 478.56%-474.1pp |
| Employer contribution / active EE | $837 | $3,427-75.6% | $2,819-70.3% | $4,837-82.7% |
| Participant deferral / active EE | $1,573 | $5,087-69.1% | $4,398-64.2% | $6,341-75.2% |
| Admin fee / account holder | $270 | $11,228-97.6% | $7,407-96.4% | $12,309-97.8% |