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 | $27,502 | $45,863-40.0% | $77,024-64.3% | $68,494-59.8% |
| Participation rate | 58.3% | 55.9%+2.4pp | 67.9%-9.6pp | 67.9%-9.6pp |
| Annual return | -1.62% | 1.72%-3.3pp | 42.32%-43.9pp | -7.84%+6.2pp |
| Employer contribution / active EE | $895 | $1,650-45.7% | $2,812-68.2% | $2,596-65.5% |
| Participant deferral / active EE | $1,150 | $2,962-61.2% | $4,426-74.0% | $4,027-71.4% |
| Admin fee / account holder | $298 | $3,041-90.2% | $5,425-94.5% | $5,403-94.5% |