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 | $71,565 | $142,344-49.7% | $119,609-40.2% | $134,475-46.8% |
| Participation rate | 42.9% | 82.8%-40.0pp | 79.3%-36.4pp | 81.2%-38.4pp |
| Annual return | -15.33% | -12.44%-2.9pp | -14.97%-0.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,116 | $5,222-78.6% | $4,232-73.6% | $4,740-76.5% |
| Participant deferral / active EE | $5,143 | $6,469-20.5% | $5,602-8.2% | $6,400-19.6% |
| Admin fee / account holder | $180 | $13,584-98.7% | $10,323-98.3% | $11,426-98.4% |