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 | $19,937 | $138,065-85.6% | $123,544-83.9% | $135,375-85.3% |
| Participation rate | 61.1% | 84.7%-23.6pp | 82.3%-21.2pp | 82.6%-21.5pp |
| Annual return | -13.56% | 153.68%-167.2pp | 119.20%-132.8pp | 519.73%-533.3pp |
| Employer contribution / active EE | $2,431 | $5,151-52.8% | $4,628-47.5% | $4,779-49.1% |
| Participant deferral / active EE | $5,593 | $6,799-17.7% | $6,426-13.0% | $5,609-0.3% |
| Admin fee / account holder | $30 | $10,916-99.7% | $9,284-99.7% | $10,827-99.7% |