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 | $5,442 | $54,350-90.0% | $82,719-93.4% | $68,494-92.1% |
| Participation rate | 47.3% | 63.9%-16.6pp | 72.6%-25.3pp | 67.9%-20.6pp |
| Annual return | -21.98% | -13.67%-8.3pp | 701.18%-723.2pp | -7.84%-14.1pp |
| Employer contribution / active EE | $684 | $2,218-69.2% | $3,009-77.3% | $2,596-73.7% |
| Participant deferral / active EE | $1,380 | $3,246-57.5% | $4,395-68.6% | $4,027-65.7% |
| Admin fee / account holder | $297 | $4,395-93.2% | $5,329-94.4% | $5,403-94.5% |