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 9-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 | $56,812 | $52,836+7.5% | $105,738-46.3% | $64,186-11.5% |
| Participation rate | 40.0% | 66.5%-26.5pp | 76.3%-36.3pp | 69.6%-29.6pp |
| Annual return | -6.13% | 14.30%-20.4pp | 6.27%-12.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $530 | $1,827-71.0% | $3,268-83.8% | $2,381-77.7% |
| Participant deferral / active EE | $2,163 | $2,545-15.0% | $4,080-47.0% | $3,470-37.6% |
| Admin fee / account holder | $0 | $3,959-100.0% | $6,913-100.0% | $4,888-100.0% |