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 7-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 | $5,829 | $73,867-92.1% | $143,757-95.9% | $68,494-91.5% |
| Participation rate | 43.8% | 66.7%-22.9pp | 80.3%-36.6pp | 67.9%-24.1pp |
| Annual return | -19.93% | 1.01%-20.9pp | -0.04%-19.9pp | -7.84%-12.1pp |
| Employer contribution / active EE | $755 | $3,184-76.3% | $4,951-84.7% | $2,596-70.9% |
| Participant deferral / active EE | $2,067 | $3,384-38.9% | $5,637-63.3% | $4,027-48.7% |
| Admin fee / account holder | $150 | $5,755-97.4% | $14,673-99.0% | $5,403-97.2% |