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 | $9,223 | $77,634-88.1% | $156,549-94.1% | $62,891-85.3% |
| Participation rate | 61.2% | 71.2%-10.0pp | 84.0%-22.8pp | 69.3%-8.1pp |
| Annual return | 2.31% | 50.32%-48.0pp | 32.23%-29.9pp | 20.14%-17.8pp |
| Employer contribution / active EE | $487 | $3,444-85.9% | $5,501-91.1% | $2,281-78.7% |
| Participant deferral / active EE | $2,119 | $3,045-30.4% | $4,871-56.5% | $3,203-33.8% |
| Admin fee / account holder | $4 | $5,561-99.9% | $13,027-100.0% | $4,296-99.9% |