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 | $14,341 | $52,836-72.9% | $105,738-86.4% | $64,186-77.7% |
| Participation rate | 29.0% | 66.5%-37.5pp | 76.3%-47.3pp | 69.6%-40.5pp |
| Annual return | -9.21% | 14.30%-23.5pp | 6.27%-15.5pp | 7.63%-16.8pp |
| Employer contribution / active EE | $540 | $1,827-70.4% | $3,268-83.5% | $2,381-77.3% |
| Participant deferral / active EE | $1,753 | $2,545-31.1% | $4,080-57.0% | $3,470-49.5% |
| Admin fee / account holder | $0 | $3,959-100.0% | $6,913-100.0% | $4,888-100.0% |