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 | $71,276 | $62,586+13.9% | $76,768-7.2% | $64,186+11.0% |
| Participation rate | 60.6% | 72.8%-12.2pp | 77.0%-16.4pp | 69.6%-9.0pp |
| Annual return | -6.72% | -1.95%-4.8pp | 2.43%-9.1pp | 7.63%-14.4pp |
| Employer contribution / active EE | $426 | $1,832-76.7% | $2,485-82.8% | $2,381-82.1% |
| Participant deferral / active EE | $1,705 | $3,145-45.8% | $3,852-55.7% | $3,470-50.9% |
| Admin fee / account holder | $17 | $4,667-99.6% | $6,675-99.7% | $4,888-99.7% |