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 9-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 | $3,513 | $53,596-93.4% | $90,645-96.1% | $64,186-94.5% |
| Participation rate | 42.3% | 64.5%-22.2pp | 74.0%-31.7pp | 69.6%-27.3pp |
| Annual return | -39.82% | 4.41%-44.2pp | 1.88%-41.7pp | 7.63%-47.4pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,549 | $2,459-37.0% | $3,425-54.8% | $3,470-55.4% |
| Admin fee / account holder | $10 | $3,868-99.8% | $4,994-99.8% | $4,888-99.8% |