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 | $47,473 | $53,162-10.7% | $91,220-48.0% | $68,494-30.7% |
| Participation rate | 65.1% | 63.2%+1.9pp | 73.2%-8.1pp | 67.9%-2.8pp |
| Annual return | -15.74% | -3.14%-12.6pp | 114.01%-129.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,806 | $1,709+5.7% | $2,850-36.6% | $2,596-30.4% |
| Participant deferral / active EE | $2,751 | $2,974-7.5% | $4,234-35.0% | $4,027-31.7% |
| Admin fee / account holder | $36 | $4,493-99.2% | $5,420-99.3% | $5,403-99.3% |