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 8-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 | $11,622 | $180,449-93.6% | $154,107-92.5% | $135,375-91.4% |
| Participation rate | 56.3% | 87.4%-31.2pp | 83.0%-26.8pp | 82.6%-26.4pp |
| Annual return | -24.68% | 888.09%-912.8pp | 735.12%-759.8pp | 519.73%-544.4pp |
| Employer contribution / active EE | $1,773 | $6,035-70.6% | $5,298-66.5% | $4,779-62.9% |
| Participant deferral / active EE | $4,393 | $5,806-24.3% | $5,081-13.5% | $5,609-21.7% |
| Admin fee / account holder | $73 | $16,143-99.5% | $13,411-99.5% | $10,827-99.3% |