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 6-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 | $41,599 | $167,307-75.1% | $143,757-71.1% | $134,475-69.1% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -18.09% | 0.46%-18.5pp | -0.04%-18.0pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,196 | $5,619-60.9% | $4,951-55.6% | $4,740-53.7% |
| Participant deferral / active EE | $5,978 | $6,446-7.3% | $5,637+6.1% | $6,400-6.6% |
| Admin fee / account holder | $164 | $18,088-99.1% | $14,673-98.9% | $11,426-98.6% |