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 3-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 | $1,193 | $29,660-96.0% | $56,411-97.9% | $80,856-98.5% |
| Participation rate | 38.3% | 41.6%-3.3pp | 52.5%-14.2pp | 67.6%-29.3pp |
| Annual return | 2.65% | 35.23%-32.6pp | 1701.33%-1698.7pp | 35.59%-32.9pp |
| Employer contribution / active EE | $220 | $669-67.1% | $1,039-78.8% | $2,755-92.0% |
| Participant deferral / active EE | $244 | $1,226-80.1% | $1,952-87.5% | $4,296-94.3% |
| Admin fee / account holder | $44 | $2,428-98.2% | $2,829-98.4% | $6,918-99.4% |