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 | $34,243 | $45,863-25.3% | $77,024-55.5% | $68,494-50.0% |
| Participation rate | 30.8% | 55.9%-25.1pp | 67.9%-37.1pp | 67.9%-37.1pp |
| Annual return | -19.34% | 1.72%-21.1pp | 42.32%-61.7pp | -7.84%-11.5pp |
| Employer contribution / active EE | $589 | $1,650-64.3% | $2,812-79.0% | $2,596-77.3% |
| Participant deferral / active EE | $1,648 | $2,962-44.4% | $4,426-62.8% | $4,027-59.1% |
| Admin fee / account holder | $6 | $3,041-99.8% | $5,425-99.9% | $5,403-99.9% |