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 | $64,463 | $73,867-12.7% | $143,757-55.2% | $68,494-5.9% |
| Participation rate | 52.0% | 66.7%-14.7pp | 80.3%-28.3pp | 67.9%-15.9pp |
| Annual return | -17.67% | 1.01%-18.7pp | -0.04%-17.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,941 | $3,184-39.0% | $4,951-60.8% | $2,596-25.2% |
| Participant deferral / active EE | $4,475 | $3,384+32.2% | $5,637-20.6% | $4,027+11.1% |
| Admin fee / account holder | $8 | $5,755-99.9% | $14,673-99.9% | $5,403-99.8% |