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 8-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 | $45,348 | $133,958-66.1% | $112,228-59.6% | $134,475-66.3% |
| Participation rate | 44.4% | 78.6%-34.1pp | 75.1%-30.6pp | 81.2%-36.8pp |
| Annual return | -10.34% | 47.11%-57.5pp | 27.45%-37.8pp | 417.96%-428.3pp |
| Employer contribution / active EE | $1,882 | $4,038-53.4% | $3,635-48.2% | $4,740-60.3% |
| Participant deferral / active EE | $2,566 | $5,291-51.5% | $4,728-45.7% | $6,400-59.9% |
| Admin fee / account holder | $189 | $7,489-97.5% | $6,410-97.1% | $11,426-98.3% |