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 10-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 | $9,841 | $138,065-92.9% | $123,544-92.0% | $135,375-92.7% |
| Participation rate | 54.5% | 84.7%-30.2pp | 82.3%-27.7pp | 82.6%-28.1pp |
| Annual return | -18.92% | 153.68%-172.6pp | 119.20%-138.1pp | 519.73%-538.7pp |
| Employer contribution / active EE | $2,254 | $5,151-56.2% | $4,628-51.3% | $4,779-52.8% |
| Participant deferral / active EE | $2,504 | $6,799-63.2% | $6,426-61.0% | $5,609-55.4% |
| Admin fee / account holder | $168 | $10,916-98.5% | $9,284-98.2% | $10,827-98.4% |