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 | $76,589 | $105,860-27.7% | $90,749-15.6% | $134,475-43.0% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.7%-25.7pp | 81.2%-31.2pp |
| Annual return | -17.68% | -11.01%-6.7pp | -12.16%-5.5pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,292 | $3,462-62.7% | $2,921-55.8% | $4,740-72.7% |
| Participant deferral / active EE | $7,275 | $5,216+39.5% | $4,564+59.4% | $6,400+13.7% |
| Admin fee / account holder | $65 | $13,938-99.5% | $8,445-99.2% | $11,426-99.4% |