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 | $10,342 | $43,327-76.1% | $59,878-82.7% | $64,186-83.9% |
| Participation rate | 39.4% | 69.2%-29.8pp | 74.7%-35.3pp | 69.6%-30.2pp |
| Annual return | -11.38% | -1.55%-9.8pp | 3.46%-14.8pp | 7.63%-19.0pp |
| Employer contribution / active EE | $713 | $2,028-64.9% | $2,722-73.8% | $2,381-70.1% |
| Participant deferral / active EE | $2,161 | $2,546-15.1% | $3,402-36.5% | $3,470-37.7% |
| Admin fee / account holder | $281 | $3,005-90.7% | $3,590-92.2% | $4,888-94.3% |