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 5-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 | $17,207 | $167,484-89.7% | $151,611-88.7% | $134,475-87.2% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -25.90% | 7.80%-33.7pp | 3.33%-29.2pp | 417.96%-443.9pp |
| Employer contribution / active EE | $1,924 | $6,829-71.8% | $6,166-68.8% | $4,740-59.4% |
| Participant deferral / active EE | $6,400 | $8,986-28.8% | $8,363-23.5% | $6,4000% |
| Admin fee / account holder | $58 | $13,783-99.6% | $11,616-99.5% | $11,426-99.5% |