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 | $32,707 | $57,354-43.0% | $83,848-61.0% | $64,186-49.0% |
| Participation rate | 32.4% | 68.6%-36.2pp | 76.1%-43.7pp | 69.6%-37.1pp |
| Annual return | -8.35% | 11.38%-19.7pp | 850.88%-859.2pp | 7.63%-16.0pp |
| Employer contribution / active EE | $665 | $2,545-73.9% | $3,631-81.7% | $2,381-72.1% |
| Participant deferral / active EE | $2,314 | $2,993-22.7% | $4,082-43.3% | $3,470-33.3% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,888-100.0% |