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 | $11,697 | $163,101-92.8% | $136,749-91.4% | $142,382-91.8% |
| Participation rate | 58.3% | 78.2%-19.9pp | 72.1%-13.8pp | 80.1%-21.8pp |
| Annual return | 6.35% | 27.54%-21.2pp | 24.33%-18.0pp | 217.08%-210.7pp |
| Employer contribution / active EE | $2,185 | $4,117-46.9% | $3,400-35.7% | $4,299-49.2% |
| Participant deferral / active EE | $2,530 | $5,585-54.7% | $4,692-46.1% | $6,507-61.1% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |