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 | $18,159 | $65,061-72.1% | $143,757-87.4% | $66,914-72.9% |
| Participation rate | 28.2% | 65.2%-37.0pp | 80.3%-52.2pp | 69.8%-41.6pp |
| Annual return | -15.10% | -11.14%-4.0pp | -0.04%-15.1pp | 1.58%-16.7pp |
| Employer contribution / active EE | $754 | $2,361-68.1% | $4,951-84.8% | $2,544-70.4% |
| Participant deferral / active EE | $1,228 | $2,919-57.9% | $5,637-78.2% | $4,237-71.0% |
| Admin fee / account holder | $153 | $502-69.6% | $14,673-99.0% | $593-74.3% |