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 | $19,320 | $59,805-67.7% | $79,550-75.7% | $68,494-71.8% |
| Participation rate | 27.6% | 61.1%-33.5pp | 69.5%-41.9pp | 67.9%-40.3pp |
| Annual return | -18.81% | -12.30%-6.5pp | 0.16%-19.0pp | -7.84%-11.0pp |
| Employer contribution / active EE | $410 | $1,505-72.7% | $2,413-83.0% | $2,596-84.2% |
| Participant deferral / active EE | $1,281 | $3,024-57.6% | $3,985-67.9% | $4,027-68.2% |
| Admin fee / account holder | $194 | $4,835-96.0% | $6,832-97.2% | $5,403-96.4% |