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 | $19,796 | $77,813-74.6% | $123,544-84.0% | $64,186-69.2% |
| Participation rate | 61.4% | 74.7%-13.3pp | 82.3%-20.9pp | 69.6%-8.2pp |
| Annual return | -14.45% | 12.48%-26.9pp | 119.20%-133.6pp | 7.63%-22.1pp |
| Employer contribution / active EE | $1,404 | $3,014-53.4% | $4,628-69.7% | $2,381-41.0% |
| Participant deferral / active EE | $5,032 | $5,240-4.0% | $6,426-21.7% | $3,470+45.0% |
| Admin fee / account holder | $187 | $5,519-96.6% | $9,284-98.0% | $4,888-96.2% |