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 | $11,151 | $42,383-73.7% | $76,523-85.4% | $64,186-82.6% |
| Participation rate | 58.9% | 58.1%+0.8pp | 68.0%-9.1pp | 69.6%-10.6pp |
| Annual return | -5.47% | -16.54%+11.1pp | -0.27%-5.2pp | 7.63%-13.1pp |
| Employer contribution / active EE | $412 | $1,563-73.6% | $2,647-84.4% | $2,381-82.7% |
| Participant deferral / active EE | $1,764 | $2,566-31.3% | $3,835-54.0% | $3,470-49.2% |
| Admin fee / account holder | $54 | $3,198-98.3% | $4,848-98.9% | $4,888-98.9% |