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 | $24,637 | $57,354-57.0% | $83,848-70.6% | $64,186-61.6% |
| Participation rate | 44.8% | 68.6%-23.8pp | 76.1%-31.3pp | 69.6%-24.7pp |
| Annual return | -8.34% | 11.38%-19.7pp | 850.88%-859.2pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,365 | $2,545-46.4% | $3,631-62.4% | $2,381-42.7% |
| Participant deferral / active EE | $2,334 | $2,993-22.0% | $4,082-42.8% | $3,470-32.7% |
| Admin fee / account holder | $279 | $4,046-93.1% | $5,478-94.9% | $4,888-94.3% |