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 6-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 | $7,534 | $60,989-87.6% | $60,874-87.6% | $66,914-88.7% |
| Participation rate | 43.8% | 74.5%-30.7pp | 73.1%-29.3pp | 69.8%-26.0pp |
| Annual return | -21.87% | -9.60%-12.3pp | 16.90%-38.8pp | 1.58%-23.5pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,701-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,973 | $3,615-45.4% | $3,817-48.3% | $4,237-53.4% |
| Admin fee / account holder | $90 | $338-73.4% | $3,224-97.2% | $593-84.8% |