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 6-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 | $6,116 | $54,350-88.7% | $82,719-92.6% | $68,494-91.1% |
| Participation rate | 48.1% | 63.9%-15.8pp | 72.6%-24.4pp | 67.9%-19.7pp |
| Annual return | -24.52% | -13.67%-10.8pp | 701.18%-725.7pp | -7.84%-16.7pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,268 | $3,246-60.9% | $4,395-71.2% | $4,027-68.5% |
| Admin fee / account holder | $12 | $4,395-99.7% | $5,329-99.8% | $5,403-99.8% |