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 8-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 | $39,700 | $82,286-51.8% | $68,791-42.3% | $134,475-70.5% |
| Participation rate | 47.1% | 75.1%-28.0pp | 69.0%-22.0pp | 81.2%-34.2pp |
| Annual return | -20.20% | -2.19%-18.0pp | -6.38%-13.8pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,287 | $3,301-61.0% | $2,655-51.5% | $4,740-72.8% |
| Participant deferral / active EE | $3,358 | $4,739-29.1% | $3,941-14.8% | $6,400-47.5% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |