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 6-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 | $17,798 | $167,307-89.4% | $143,757-87.6% | $134,475-86.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -25.75% | 0.46%-26.2pp | -0.04%-25.7pp | 417.96%-443.7pp |
| Employer contribution / active EE | $1,650 | $5,619-70.6% | $4,951-66.7% | $4,740-65.2% |
| Participant deferral / active EE | $4,237 | $6,446-34.3% | $5,637-24.8% | $6,400-33.8% |
| Admin fee / account holder | $55 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |