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 | $52,765 | $57,354-8.0% | $83,848-37.1% | $64,186-17.8% |
| Participation rate | 50.0% | 68.6%-18.6pp | 76.1%-26.1pp | 69.6%-19.6pp |
| Annual return | -6.36% | 11.38%-17.7pp | 850.88%-857.2pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,202 | $2,545-52.8% | $3,631-66.9% | $2,381-49.5% |
| Participant deferral / active EE | $2,767 | $2,993-7.6% | $4,082-32.2% | $3,470-20.3% |
| Admin fee / account holder | $191 | $4,046-95.3% | $5,478-96.5% | $4,888-96.1% |