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 8-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 | $55,742 | $71,883-22.5% | $86,677-35.7% | $68,494-18.6% |
| Participation rate | 53.8% | 72.2%-18.4pp | 76.6%-22.7pp | 67.9%-14.0pp |
| Annual return | -15.93% | 3.52%-19.5pp | 35.91%-51.8pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,158 | $2,173-0.7% | $2,836-23.9% | $2,596-16.9% |
| Participant deferral / active EE | $3,551 | $3,779-6.0% | $4,656-23.7% | $4,027-11.8% |
| Admin fee / account holder | $44 | $6,112-99.3% | $7,493-99.4% | $5,403-99.2% |