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 | $62,597 | $45,863+36.5% | $77,024-18.7% | $68,494-8.6% |
| Participation rate | 41.2% | 55.9%-14.7pp | 67.9%-26.7pp | 67.9%-26.7pp |
| Annual return | -19.79% | 1.72%-21.5pp | 42.32%-62.1pp | -7.84%-11.9pp |
| Employer contribution / active EE | $644 | $1,650-61.0% | $2,812-77.1% | $2,596-75.2% |
| Participant deferral / active EE | $2,072 | $2,962-30.1% | $4,426-53.2% | $4,027-48.6% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,425-100.0% | $5,403-100.0% |