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 | $46,872 | $71,883-34.8% | $86,677-45.9% | $68,494-31.6% |
| Participation rate | 54.0% | 72.2%-18.3pp | 76.6%-22.6pp | 67.9%-13.9pp |
| Annual return | -9.76% | 3.52%-13.3pp | 35.91%-45.7pp | -7.84%-1.9pp |
| Employer contribution / active EE | $705 | $2,173-67.5% | $2,836-75.1% | $2,596-72.8% |
| Participant deferral / active EE | $2,455 | $3,779-35.0% | $4,656-47.3% | $4,027-39.0% |
| Admin fee / account holder | $206 | $6,112-96.6% | $7,493-97.2% | $5,403-96.2% |