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 | $55,401 | $95,862-42.2% | $79,550-30.4% | $134,475-58.8% |
| Participation rate | 60.9% | 75.0%-14.2pp | 69.5%-8.6pp | 81.2%-20.4pp |
| Annual return | -15.05% | -2.69%-12.4pp | 0.16%-15.2pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,326 | $3,128-57.6% | $2,413-45.1% | $4,740-72.0% |
| Participant deferral / active EE | $3,032 | $4,693-35.4% | $3,985-23.9% | $6,400-52.6% |
| Admin fee / account holder | $156 | $9,126-98.3% | $6,832-97.7% | $11,426-98.6% |