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 | $44,904 | $65,435-31.4% | $86,677-48.2% | $66,914-32.9% |
| Participation rate | 50.0% | 75.5%-25.5pp | 76.6%-26.6pp | 69.8%-19.8pp |
| Annual return | -12.14% | -10.89%-1.3pp | 35.91%-48.1pp | 1.58%-13.7pp |
| Employer contribution / active EE | $1,843 | $2,153-14.4% | $2,836-35.0% | $2,544-27.6% |
| Participant deferral / active EE | $2,566 | $4,100-37.4% | $4,656-44.9% | $4,237-39.4% |
| Admin fee / account holder | $91 | $642-85.8% | $7,493-98.8% | $593-84.6% |