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 | $36,936 | $42,894-13.9% | $60,874-39.3% | $68,494-46.1% |
| Participation rate | 58.1% | 66.8%-8.7pp | 73.1%-15.0pp | 67.9%-9.8pp |
| Annual return | -18.51% | -13.98%-4.5pp | 16.90%-35.4pp | -7.84%-10.7pp |
| Employer contribution / active EE | $654 | $1,978-66.9% | $2,701-75.8% | $2,596-74.8% |
| Participant deferral / active EE | $1,619 | $2,867-43.5% | $3,817-57.6% | $4,027-59.8% |
| Admin fee / account holder | $220 | $3,101-92.9% | $3,224-93.2% | $5,403-95.9% |