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 | $5,683 | $152,509-96.3% | $117,472-95.2% | $134,475-95.8% |
| Participation rate | 63.2% | 77.1%-13.9pp | 70.6%-7.4pp | 81.2%-18.1pp |
| Annual return | -32.11% | 52.99%-85.1pp | 29.74%-61.8pp | 417.96%-450.1pp |
| Employer contribution / active EE | $1,527 | $5,571-72.6% | $4,176-63.4% | $4,740-67.8% |
| Participant deferral / active EE | $1,716 | $4,818-64.4% | $4,070-57.8% | $6,400-73.2% |
| Admin fee / account holder | $31 | $7,004-99.6% | $5,645-99.4% | $11,426-99.7% |