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 | $72,831 | $92,222-21.0% | $76,768-5.1% | $135,375-46.2% |
| Participation rate | 60.0% | 79.8%-19.8pp | 77.0%-17.0pp | 82.6%-22.6pp |
| Annual return | -1.14% | 5.46%-6.6pp | 2.43%-3.6pp | 519.73%-520.9pp |
| Employer contribution / active EE | $1,552 | $3,216-51.7% | $2,485-37.5% | $4,779-67.5% |
| Participant deferral / active EE | $2,732 | $4,509-39.4% | $3,852-29.1% | $5,609-51.3% |
| Admin fee / account holder | $99 | $10,748-99.1% | $6,675-98.5% | $10,827-99.1% |