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 5-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 | $12,366 | $82,664-85.0% | $125,339-90.1% | $68,494-81.9% |
| Participation rate | 55.6% | 75.0%-19.5pp | 82.4%-26.8pp | 67.9%-12.3pp |
| Annual return | -23.41% | -5.97%-17.4pp | 572.05%-595.5pp | -7.84%-15.6pp |
| Employer contribution / active EE | $1,973 | $3,381-41.7% | $4,814-59.0% | $2,596-24.0% |
| Participant deferral / active EE | $5,052 | $6,110-17.3% | $7,446-32.2% | $4,027+25.4% |
| Admin fee / account holder | $69 | $6,275-98.9% | $10,010-99.3% | $5,403-98.7% |