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 | $4,337 | $82,286-94.7% | $68,791-93.7% | $134,475-96.8% |
| Participation rate | 52.2% | 75.1%-22.9pp | 69.0%-16.9pp | 81.2%-29.0pp |
| Annual return | -23.03% | -2.19%-20.8pp | -6.38%-16.7pp | 417.96%-441.0pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,127 | $4,739-76.2% | $3,941-71.4% | $6,400-82.4% |
| Admin fee / account holder | $18 | $6,481-99.7% | $4,932-99.6% | $11,426-99.8% |