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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,391 | $82,664-89.8% | $125,339-93.3% | $68,494-87.7% |
| Participation rate | 45.9% | 75.0%-29.1pp | 82.4%-36.4pp | 67.9%-21.9pp |
| Annual return | -21.71% | -5.97%-15.7pp | 572.05%-593.8pp | -7.84%-13.9pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,106 | $6,110-49.2% | $7,446-58.3% | $4,027-22.9% |
| Admin fee / account holder | $5 | $6,275-99.9% | $10,010-100.0% | $5,403-99.9% |