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 4-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 | $9,158 | $73,867-87.6% | $143,757-93.6% | $68,494-86.6% |
| Participation rate | 47.2% | 66.7%-19.4pp | 80.3%-33.1pp | 67.9%-20.7pp |
| Annual return | -22.39% | 1.01%-23.4pp | -0.04%-22.3pp | -7.84%-14.5pp |
| Employer contribution / active EE | $407 | $3,184-87.2% | $4,951-91.8% | $2,596-84.3% |
| Participant deferral / active EE | $1,738 | $3,384-48.7% | $5,637-69.2% | $4,027-56.8% |
| Admin fee / account holder | $148 | $5,755-97.4% | $14,673-99.0% | $5,403-97.3% |