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 | $42,669 | $62,586-31.8% | $76,768-44.4% | $64,186-33.5% |
| Participation rate | 47.2% | 72.8%-25.6pp | 77.0%-29.7pp | 69.6%-22.3pp |
| Annual return | -4.79% | -1.95%-2.8pp | 2.43%-7.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,646 | $3,145-15.9% | $3,852-31.3% | $3,470-23.7% |
| Admin fee / account holder | $294 | $4,667-93.7% | $6,675-95.6% | $4,888-94.0% |