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 | $689 | $29,660-97.7% | $56,411-98.8% | $80,856-99.1% |
| Participation rate | 64.7% | 41.6%+23.1pp | 52.5%+12.2pp | 67.6%-2.9pp |
| Annual return | -52.92% | 35.23%-88.1pp | 1701.33%-1754.2pp | 35.59%-88.5pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $381 | $1,226-68.9% | $1,952-80.5% | $4,296-91.1% |
| Admin fee / account holder | $295 | $2,428-87.8% | $2,829-89.6% | $6,918-95.7% |