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 | $9,432 | $95,862-90.2% | $79,550-88.1% | $134,475-93.0% |
| Participation rate | 63.6% | 75.0%-11.4pp | 69.5%-5.8pp | 81.2%-17.6pp |
| Annual return | -27.91% | -2.69%-25.2pp | 0.16%-28.1pp | 417.96%-445.9pp |
| Employer contribution / active EE | $2,010 | $3,128-35.8% | $2,413-16.7% | $4,740-57.6% |
| Participant deferral / active EE | $3,844 | $4,693-18.1% | $3,985-3.5% | $6,400-39.9% |
| Admin fee / account holder | $14 | $9,126-99.8% | $6,832-99.8% | $11,426-99.9% |