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 7-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 | $26,243 | $56,357-53.4% | $104,294-74.8% | $68,494-61.7% |
| Participation rate | 50.0% | 63.3%-13.3pp | 73.3%-23.3pp | 67.9%-17.9pp |
| Annual return | -14.21% | -9.19%-5.0pp | 24.61%-38.8pp | -7.84%-6.4pp |
| Employer contribution / active EE | $3,796 | $1,960+93.7% | $3,372+12.6% | $2,596+46.2% |
| Participant deferral / active EE | $4,979 | $3,077+61.8% | $4,625+7.7% | $4,027+23.6% |
| Admin fee / account holder | $136 | $4,903-97.2% | $7,339-98.1% | $5,403-97.5% |