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 | $38,515 | $42,894-10.2% | $60,874-36.7% | $68,494-43.8% |
| Participation rate | 31.5% | 66.8%-35.3pp | 73.1%-41.6pp | 67.9%-36.4pp |
| Annual return | -15.49% | -13.98%-1.5pp | 16.90%-32.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $703 | $1,978-64.5% | $2,701-74.0% | $2,596-72.9% |
| Participant deferral / active EE | $1,416 | $2,867-50.6% | $3,817-62.9% | $4,027-64.8% |
| Admin fee / account holder | $202 | $3,101-93.5% | $3,224-93.7% | $5,403-96.3% |