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 | $10,674 | $61,660-82.7% | $80,019-86.7% | $64,186-83.4% |
| Participation rate | 44.1% | 71.7%-27.6pp | 75.8%-31.7pp | 69.6%-25.5pp |
| Annual return | -14.35% | -0.33%-14.0pp | 11.22%-25.6pp | 7.63%-22.0pp |
| Employer contribution / active EE | $741 | $1,810-59.1% | $2,468-70.0% | $2,381-68.9% |
| Participant deferral / active EE | $2,091 | $2,968-29.5% | $3,686-43.3% | $3,470-39.7% |
| Admin fee / account holder | $7 | $5,417-99.9% | $6,521-99.9% | $4,888-99.8% |