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 4-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 | $5,157 | $59,805-91.4% | $79,550-93.5% | $68,494-92.5% |
| Participation rate | 33.3% | 61.1%-27.7pp | 69.5%-36.2pp | 67.9%-34.6pp |
| Annual return | -36.53% | -12.30%-24.2pp | 0.16%-36.7pp | -7.84%-28.7pp |
| Employer contribution / active EE | $716 | $1,505-52.4% | $2,413-70.3% | $2,596-72.4% |
| Participant deferral / active EE | $1,327 | $3,024-56.1% | $3,985-66.7% | $4,027-67.0% |
| Admin fee / account holder | $258 | $4,835-94.7% | $6,832-96.2% | $5,403-95.2% |