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 | $58,998 | $45,863+28.6% | $77,024-23.4% | $68,494-13.9% |
| Participation rate | 45.5% | 55.9%-10.5pp | 67.9%-22.5pp | 67.9%-22.4pp |
| Annual return | -16.48% | 1.72%-18.2pp | 42.32%-58.8pp | -7.84%-8.6pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,506 | $2,962+52.1% | $4,426+1.8% | $4,027+11.9% |
| Admin fee / account holder | $154 | $3,041-95.0% | $5,425-97.2% | $5,403-97.2% |