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.
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 | $49,188 | $82,286-40.2% | $68,791-28.5% | $134,475-63.4% |
| Participation rate | 41.7% | 75.1%-33.4pp | 69.0%-27.4pp | 81.2%-39.6pp |
| Annual return | -13.15% | -2.19%-11.0pp | -6.38%-6.8pp | 417.96%-431.1pp |
| Employer contribution / active EE | $1,734 | $3,301-47.5% | $2,655-34.7% | $4,740-63.4% |
| Participant deferral / active EE | $3,071 | $4,739-35.2% | $3,941-22.1% | $6,400-52.0% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |