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 | $95,576 | $64,707+47.7% | $112,228-14.8% | $68,494+39.5% |
| Participation rate | 24.2% | 67.2%-43.0pp | 75.1%-50.9pp | 67.9%-43.7pp |
| Annual return | -12.42% | -11.40%-1.0pp | 27.45%-39.9pp | -7.84%-4.6pp |
| Employer contribution / active EE | $817 | $2,746-70.3% | $3,635-77.5% | $2,596-68.5% |
| Participant deferral / active EE | $2,564 | $3,565-28.1% | $4,728-45.8% | $4,027-36.3% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,410-100.0% | $5,403-100.0% |