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 | $38,373 | $42,894-10.5% | $60,874-37.0% | $68,494-44.0% |
| Participation rate | 15.5% | 66.8%-51.3pp | 73.1%-57.6pp | 67.9%-52.4pp |
| Annual return | -15.74% | -13.98%-1.8pp | 16.90%-32.6pp | -7.84%-7.9pp |
| Employer contribution / active EE | $577 | $1,978-70.8% | $2,701-78.7% | $2,596-77.8% |
| Participant deferral / active EE | $859 | $2,867-70.0% | $3,817-77.5% | $4,027-78.7% |
| Admin fee / account holder | $220 | $3,101-92.9% | $3,224-93.2% | $5,403-95.9% |