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 7-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 | $25,571 | $64,707-60.5% | $112,228-77.2% | $68,494-62.7% |
| Participation rate | 42.4% | 67.2%-24.7pp | 75.1%-32.6pp | 67.9%-25.5pp |
| Annual return | -18.49% | -11.40%-7.1pp | 27.45%-45.9pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,440 | $2,746-11.1% | $3,635-32.9% | $2,596-6.0% |
| Participant deferral / active EE | $4,276 | $3,565+20.0% | $4,728-9.6% | $4,027+6.2% |
| Admin fee / account holder | $36 | $5,232-99.3% | $6,410-99.4% | $5,403-99.3% |