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 10-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 | $5,919 | $90,600-93.5% | $79,464-92.6% | $135,375-95.6% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 82.6%-22.6pp |
| Annual return | -17.25% | 977.43%-994.7pp | 718.14%-735.4pp | 519.73%-537.0pp |
| Employer contribution / active EE | $1,292 | $3,068-57.9% | $2,800-53.9% | $4,779-73.0% |
| Participant deferral / active EE | $1,515 | $4,050-62.6% | $3,704-59.1% | $5,609-73.0% |
| Admin fee / account holder | $31 | $5,907-99.5% | $5,113-99.4% | $10,827-99.7% |