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 | $107,531 | $167,307-35.7% | $143,757-25.2% | $134,475-20.0% |
| Participation rate | 41.7% | 84.8%-43.1pp | 80.3%-38.6pp | 81.2%-39.6pp |
| Annual return | -8.11% | 0.46%-8.6pp | -0.04%-8.1pp | 417.96%-426.1pp |
| Employer contribution / active EE | $1,208 | $5,619-78.5% | $4,951-75.6% | $4,740-74.5% |
| Participant deferral / active EE | $3,518 | $6,446-45.4% | $5,637-37.6% | $6,400-45.0% |
| Admin fee / account holder | -$235 | $18,088-101.3% | $14,673-101.6% | $11,426-102.1% |