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 | $41,128 | $69,010-40.4% | $159,960-74.3% | $68,494-40.0% |
| Participation rate | 39.3% | 65.4%-26.1pp | 78.0%-38.7pp | 67.9%-28.6pp |
| Annual return | -19.07% | -9.65%-9.4pp | 408.60%-427.7pp | -7.84%-11.2pp |
| Employer contribution / active EE | $803 | $2,213-63.7% | $4,226-81.0% | $2,596-69.1% |
| Participant deferral / active EE | $3,779 | $4,212-10.3% | $6,182-38.9% | $4,027-6.2% |
| Admin fee / account holder | $228 | $4,798-95.3% | $8,698-97.4% | $5,403-95.8% |