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 6-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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,396 | $64,119-74.4% | $112,228-85.4% | $66,914-75.5% |
| Participation rate | 31.3% | 68.5%-37.2pp | 75.1%-43.8pp | 69.8%-38.5pp |
| Annual return | -22.09% | -13.81%-8.3pp | 27.45%-49.5pp | 1.58%-23.7pp |
| Employer contribution / active EE | $1,081 | $3,005-64.0% | $3,635-70.3% | $2,544-57.5% |
| Participant deferral / active EE | $1,676 | $3,693-54.6% | $4,728-64.6% | $4,237-60.4% |
| Admin fee / account holder | $223 | $625-64.3% | $6,410-96.5% | $593-62.4% |