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 | $9,712 | $95,971-89.9% | $74,550-87.0% | $135,375-92.8% |
| Participation rate | 57.9% | 75.7%-17.8pp | 69.1%-11.2pp | 82.6%-24.7pp |
| Annual return | -11.88% | 56.96%-68.8pp | 32.53%-44.4pp | 519.73%-531.6pp |
| Employer contribution / active EE | $1,367 | $2,716-49.7% | $1,961-30.3% | $4,779-71.4% |
| Participant deferral / active EE | $2,514 | $3,843-34.6% | $3,108-19.1% | $5,609-55.2% |
| Admin fee / account holder | $14 | $6,522-99.8% | $5,060-99.7% | $10,827-99.9% |