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 | $18,203 | $138,065-86.8% | $123,544-85.3% | $135,375-86.6% |
| Participation rate | 45.8% | 84.7%-38.9pp | 82.3%-36.5pp | 82.6%-36.8pp |
| Annual return | -11.17% | 153.68%-164.9pp | 119.20%-130.4pp | 519.73%-530.9pp |
| Employer contribution / active EE | $1,074 | $5,151-79.2% | $4,628-76.8% | $4,779-77.5% |
| Participant deferral / active EE | $2,698 | $6,799-60.3% | $6,426-58.0% | $5,609-51.9% |
| Admin fee / account holder | $137 | $10,916-98.7% | $9,284-98.5% | $10,827-98.7% |