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.
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 | $31,744 | $105,860-70.0% | $90,749-65.0% | $134,475-76.4% |
| Participation rate | 26.3% | 78.2%-51.9pp | 75.7%-49.4pp | 81.2%-54.9pp |
| Annual return | -18.54% | -11.01%-7.5pp | -12.16%-6.4pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,231 | $3,462-64.4% | $2,921-57.9% | $4,740-74.0% |
| Participant deferral / active EE | $2,243 | $5,216-57.0% | $4,564-50.8% | $6,400-64.9% |
| Admin fee / account holder | $116 | $13,938-99.2% | $8,445-98.6% | $11,426-99.0% |