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 | $3,894 | $152,509-97.4% | $117,472-96.7% | $134,475-97.1% |
| Participation rate | 60.0% | 77.1%-17.1pp | 70.6%-10.6pp | 81.2%-21.2pp |
| Annual return | -26.15% | 52.99%-79.1pp | 29.74%-55.9pp | 417.96%-444.1pp |
| Employer contribution / active EE | $851 | $5,571-84.7% | $4,176-79.6% | $4,740-82.0% |
| Participant deferral / active EE | $1,645 | $4,818-65.9% | $4,070-59.6% | $6,400-74.3% |
| Admin fee / account holder | $243 | $7,004-96.5% | $5,645-95.7% | $11,426-97.9% |