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 | $13,141 | $97,757-86.6% | $83,848-84.3% | $135,375-90.3% |
| Participation rate | 52.9% | 80.0%-27.0pp | 76.1%-23.2pp | 82.6%-29.7pp |
| Annual return | -13.24% | 1287.37%-1300.6pp | 850.88%-864.1pp | 519.73%-533.0pp |
| Employer contribution / active EE | $1,182 | $4,222-72.0% | $3,631-67.4% | $4,779-75.3% |
| Participant deferral / active EE | $1,812 | $4,682-61.3% | $4,082-55.6% | $5,609-67.7% |
| Admin fee / account holder | $179 | $6,674-97.3% | $5,478-96.7% | $10,827-98.3% |