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 | $53,603 | $64,839-17.3% | $95,585-43.9% | $84,808-36.8% |
| Participation rate | 44.0% | 63.8%-19.8pp | 72.1%-28.1pp | 68.3%-24.3pp |
| Annual return | 16.29% | -670.96%+687.3pp | 38.56%-22.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $729 | $1,759-58.6% | $2,527-71.1% | $2,631-72.3% |
| Participant deferral / active EE | $1,643 | $2,965-44.6% | $4,023-59.2% | $4,212-61.0% |
| Admin fee / account holder | $130 | $5,964-97.8% | $6,127-97.9% | $7,344-98.2% |