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 | $9,059 | $69,010-86.9% | $159,960-94.3% | $68,494-86.8% |
| Participation rate | 21.4% | 65.4%-44.0pp | 78.0%-56.5pp | 67.9%-46.5pp |
| Annual return | -25.01% | -9.65%-15.4pp | 408.60%-433.6pp | -7.84%-17.2pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,417 | $4,212-66.3% | $6,182-77.1% | $4,027-64.8% |
| Admin fee / account holder | $25 | $4,798-99.5% | $8,698-99.7% | $5,403-99.5% |