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 | $21,175 | $73,867-71.3% | $143,757-85.3% | $68,494-69.1% |
| Participation rate | 53.8% | 66.7%-12.8pp | 80.3%-26.5pp | 67.9%-14.0pp |
| Annual return | -15.62% | 1.01%-16.6pp | -0.04%-15.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,090 | $3,184-65.8% | $4,951-78.0% | $2,596-58.0% |
| Participant deferral / active EE | $2,209 | $3,384-34.7% | $5,637-60.8% | $4,027-45.1% |
| Admin fee / account holder | $238 | $5,755-95.9% | $14,673-98.4% | $5,403-95.6% |