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 | $6,498 | $71,883-91.0% | $86,677-92.5% | $68,494-90.5% |
| Participation rate | 65.8% | 72.2%-6.4pp | 76.6%-10.8pp | 67.9%-2.1pp |
| Annual return | -25.49% | 3.52%-29.0pp | 35.91%-61.4pp | -7.84%-17.7pp |
| Employer contribution / active EE | $622 | $2,173-71.4% | $2,836-78.1% | $2,596-76.0% |
| Participant deferral / active EE | $3,019 | $3,779-20.1% | $4,656-35.2% | $4,027-25.0% |
| Admin fee / account holder | $185 | $6,112-97.0% | $7,493-97.5% | $5,403-96.6% |