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 | $32,820 | $69,518-52.8% | $59,878-45.2% | $135,375-75.8% |
| Participation rate | 54.2% | 77.8%-23.7pp | 74.7%-20.5pp | 82.6%-28.5pp |
| Annual return | -6.34% | 7.94%-14.3pp | 3.46%-9.8pp | 519.73%-526.1pp |
| Employer contribution / active EE | $840 | $3,235-74.0% | $2,722-69.1% | $4,779-82.4% |
| Participant deferral / active EE | $2,082 | $4,206-50.5% | $3,402-38.8% | $5,609-62.9% |
| Admin fee / account holder | $151 | $5,734-97.4% | $3,590-95.8% | $10,827-98.6% |