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 | $36,651 | $53,162-31.1% | $91,220-59.8% | $68,494-46.5% |
| Participation rate | 48.9% | 63.2%-14.3pp | 73.2%-24.3pp | 67.9%-19.0pp |
| Annual return | -16.05% | -3.14%-12.9pp | 114.01%-130.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $866 | $1,709-49.3% | $2,850-69.6% | $2,596-66.6% |
| Participant deferral / active EE | $1,790 | $2,974-39.8% | $4,234-57.7% | $4,027-55.5% |
| Admin fee / account holder | $267 | $4,493-94.1% | $5,420-95.1% | $5,403-95.1% |