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 | $32,604 | $49,280-33.8% | $67,313-51.6% | $64,186-49.2% |
| Participation rate | 53.8% | 60.8%-6.9pp | 69.1%-15.2pp | 69.6%-15.7pp |
| Annual return | -5.26% | -1.39%-3.9pp | -4.08%-1.2pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,141 | $1,668-31.6% | $2,566-55.5% | $2,381-52.1% |
| Participant deferral / active EE | $2,135 | $2,484-14.0% | $3,568-40.2% | $3,470-38.5% |
| Admin fee / account holder | $188 | $3,863-95.1% | $4,507-95.8% | $4,888-96.2% |