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 | $9,485 | $73,867-87.2% | $143,757-93.4% | $68,494-86.2% |
| Participation rate | 35.1% | 66.7%-31.5pp | 80.3%-45.2pp | 67.9%-32.8pp |
| Annual return | -299.53% | 1.01%-300.5pp | -0.04%-299.5pp | -7.84%-291.7pp |
| Employer contribution / active EE | $654 | $3,184-79.4% | $4,951-86.8% | $2,596-74.8% |
| Participant deferral / active EE | $4,053 | $3,384+19.7% | $5,637-28.1% | $4,027+0.6% |
| Admin fee / account holder | $49 | $5,755-99.1% | $14,673-99.7% | $5,403-99.1% |