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 | $10,357 | $49,177-78.9% | $79,464-87.0% | $64,186-83.9% |
| Participation rate | 59.5% | 65.0%-5.5pp | 73.3%-13.8pp | 69.6%-10.0pp |
| Annual return | -11.17% | -1.16%-10.0pp | 718.14%-729.3pp | 7.63%-18.8pp |
| Employer contribution / active EE | $800 | $2,076-61.5% | $2,800-71.4% | $2,381-66.4% |
| Participant deferral / active EE | $1,780 | $2,821-36.9% | $3,704-51.9% | $3,470-48.7% |
| Admin fee / account holder | $81 | $3,839-97.9% | $5,113-98.4% | $4,888-98.3% |