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 | $34,577 | $95,862-63.9% | $79,550-56.5% | $134,475-74.3% |
| Participation rate | 30.0% | 75.0%-45.0pp | 69.5%-39.5pp | 81.2%-51.2pp |
| Annual return | -12.20% | -2.69%-9.5pp | 0.16%-12.4pp | 417.96%-430.2pp |
| Employer contribution / active EE | $684 | $3,128-78.1% | $2,413-71.6% | $4,740-85.6% |
| Participant deferral / active EE | $1,439 | $4,693-69.3% | $3,985-63.9% | $6,400-77.5% |
| Admin fee / account holder | $141 | $9,126-98.5% | $6,832-97.9% | $11,426-98.8% |