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 | $7,831 | $69,518-88.7% | $59,878-86.9% | $135,375-94.2% |
| Participation rate | 55.0% | 77.8%-22.8pp | 74.7%-19.7pp | 82.6%-27.6pp |
| Annual return | -14.51% | 7.94%-22.5pp | 3.46%-18.0pp | 519.73%-534.2pp |
| Employer contribution / active EE | $689 | $3,235-78.7% | $2,722-74.7% | $4,779-85.6% |
| Participant deferral / active EE | $749 | $4,206-82.2% | $3,402-78.0% | $5,609-86.6% |
| Admin fee / account holder | $276 | $5,734-95.2% | $3,590-92.3% | $10,827-97.5% |