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 | $15,122 | $42,383-64.3% | $76,523-80.2% | $64,186-76.4% |
| Participation rate | 44.4% | 58.1%-13.7pp | 68.0%-23.6pp | 69.6%-25.1pp |
| Annual return | -6.96% | -16.54%+9.6pp | -0.27%-6.7pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,715 | $1,563+9.7% | $2,647-35.2% | $2,381-28.0% |
| Participant deferral / active EE | $1,030 | $2,566-59.9% | $3,835-73.1% | $3,470-70.3% |
| Admin fee / account holder | $249 | $3,198-92.2% | $4,848-94.9% | $4,888-94.9% |