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 | $6,954 | $42,894-83.8% | $60,874-88.6% | $68,494-89.8% |
| Participation rate | 37.1% | 66.8%-29.6pp | 73.1%-36.0pp | 67.9%-30.7pp |
| Annual return | -28.69% | -13.98%-14.7pp | 16.90%-45.6pp | -7.84%-20.8pp |
| Employer contribution / active EE | $762 | $1,978-61.5% | $2,701-71.8% | $2,596-70.7% |
| Participant deferral / active EE | $1,627 | $2,867-43.2% | $3,817-57.4% | $4,027-59.6% |
| Admin fee / account holder | $228 | $3,101-92.7% | $3,224-92.9% | $5,403-95.8% |