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 10-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 | $17,486 | $83,908-79.2% | $68,509-74.5% | $125,391-86.1% |
| Participation rate | 62.5% | 78.2%-15.7pp | 74.7%-12.2pp | 83.2%-20.7pp |
| Annual return | -4.75% | 14.48%-19.2pp | 8.27%-13.0pp | 282.22%-287.0pp |
| Employer contribution / active EE | $2,760 | $3,031-8.9% | $2,278+21.2% | $4,866-43.3% |
| Participant deferral / active EE | $3,327 | $4,125-19.3% | $3,382-1.6% | $5,352-37.8% |
| Admin fee / account holder | $172 | $8,982-98.1% | $5,275-96.7% | $9,540-98.2% |