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 | $29,041 | $64,707-55.1% | $112,228-74.1% | $68,494-57.6% |
| Participation rate | 56.7% | 67.2%-10.5pp | 75.1%-18.4pp | 67.9%-11.2pp |
| Annual return | -15.45% | -11.40%-4.0pp | 27.45%-42.9pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,824 | $2,746-33.6% | $3,635-49.8% | $2,596-29.7% |
| Participant deferral / active EE | $3,789 | $3,565+6.3% | $4,728-19.9% | $4,027-5.9% |
| Admin fee / account holder | $171 | $5,232-96.7% | $6,410-97.3% | $5,403-96.8% |