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 | $17,030 | $64,707-73.7% | $112,228-84.8% | $68,494-75.1% |
| Participation rate | 47.4% | 67.2%-19.7pp | 75.1%-27.6pp | 67.9%-20.5pp |
| Annual return | -20.10% | -11.40%-8.7pp | 27.45%-47.6pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,519 | $2,746-44.7% | $3,635-58.2% | $2,596-41.5% |
| Participant deferral / active EE | $2,179 | $3,565-38.9% | $4,728-53.9% | $4,027-45.9% |
| Admin fee / account holder | $200 | $5,232-96.2% | $6,410-96.9% | $5,403-96.3% |