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 | $7,921 | $95,193-91.7% | $76,523-89.6% | $135,375-94.1% |
| Participation rate | 44.4% | 74.4%-29.9pp | 68.0%-23.6pp | 82.6%-38.2pp |
| Annual return | -10.52% | 4.85%-15.4pp | -0.27%-10.2pp | 519.73%-530.2pp |
| Employer contribution / active EE | $806 | $3,302-75.6% | $2,647-69.6% | $4,779-83.1% |
| Participant deferral / active EE | $1,756 | $4,639-62.1% | $3,835-54.2% | $5,609-68.7% |
| Admin fee / account holder | $191 | $6,249-97.0% | $4,848-96.1% | $10,827-98.2% |