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 7-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 | $12,939 | $59,805-78.4% | $79,550-83.7% | $68,494-81.1% |
| Participation rate | 45.2% | 61.1%-15.8pp | 69.5%-24.2pp | 67.9%-22.7pp |
| Annual return | -19.56% | -12.30%-7.3pp | 0.16%-19.7pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,632 | $1,505+8.5% | $2,413-32.4% | $2,596-37.1% |
| Participant deferral / active EE | $3,228 | $3,024+6.7% | $3,985-19.0% | $4,027-19.8% |
| Admin fee / account holder | $247 | $4,835-94.9% | $6,832-96.4% | $5,403-95.4% |