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 | $23,025 | $59,805-61.5% | $79,550-71.1% | $68,494-66.4% |
| Participation rate | 52.3% | 61.1%-8.8pp | 69.5%-17.2pp | 67.9%-15.6pp |
| Annual return | -18.22% | -12.30%-5.9pp | 0.16%-18.4pp | -7.84%-10.4pp |
| Employer contribution / active EE | $978 | $1,505-35.0% | $2,413-59.5% | $2,596-62.3% |
| Participant deferral / active EE | $2,524 | $3,024-16.6% | $3,985-36.7% | $4,027-37.3% |
| Admin fee / account holder | $212 | $4,835-95.6% | $6,832-96.9% | $5,403-96.1% |