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 | $19,630 | $168,632-88.4% | $147,614-86.7% | $125,391-84.3% |
| Participation rate | 47.1% | 88.8%-41.7pp | 84.6%-37.6pp | 83.2%-36.1pp |
| Annual return | -4.70% | 77.65%-82.3pp | 61.98%-66.7pp | 282.22%-286.9pp |
| Employer contribution / active EE | $2,101 | $6,252-66.4% | $5,564-62.2% | $4,866-56.8% |
| Participant deferral / active EE | $4,686 | $5,507-14.9% | $4,895-4.3% | $5,352-12.4% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |