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 9-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 | $16,070 | $57,354-72.0% | $83,848-80.8% | $64,186-75.0% |
| Participation rate | 30.4% | 68.6%-38.3pp | 76.1%-45.8pp | 69.6%-39.2pp |
| Annual return | -16.20% | 11.38%-27.6pp | 850.88%-867.1pp | 7.63%-23.8pp |
| Employer contribution / active EE | $875 | $2,545-65.6% | $3,631-75.9% | $2,381-63.2% |
| Participant deferral / active EE | $1,724 | $2,993-42.4% | $4,082-57.8% | $3,470-50.3% |
| Admin fee / account holder | $50 | $4,046-98.8% | $5,478-99.1% | $4,888-99.0% |