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 | $22,647 | $67,331-66.4% | $60,874-62.8% | $134,475-83.2% |
| Participation rate | 47.4% | 76.2%-28.8pp | 73.1%-25.7pp | 81.2%-33.9pp |
| Annual return | -17.76% | 49.93%-67.7pp | 16.90%-34.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $783 | $3,096-74.7% | $2,701-71.0% | $4,740-83.5% |
| Participant deferral / active EE | $2,519 | $4,538-44.5% | $3,817-34.0% | $6,400-60.6% |
| Admin fee / account holder | $169 | $4,582-96.3% | $3,224-94.8% | $11,426-98.5% |