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 | $58,462 | $105,860-44.8% | $90,749-35.6% | $134,475-56.5% |
| Participation rate | 55.6% | 78.2%-22.7pp | 75.7%-20.1pp | 81.2%-25.7pp |
| Annual return | -16.15% | -11.01%-5.1pp | -12.16%-4.0pp | 417.96%-434.1pp |
| Employer contribution / active EE | $5,022 | $3,462+45.1% | $2,921+71.9% | $4,740+6.0% |
| Participant deferral / active EE | $5,783 | $5,216+10.9% | $4,564+26.7% | $6,400-9.6% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |