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 | $53,927 | $95,862-43.7% | $79,550-32.2% | $134,475-59.9% |
| Participation rate | 47.1% | 75.0%-28.0pp | 69.5%-22.4pp | 81.2%-34.2pp |
| Annual return | -9.34% | -2.69%-6.7pp | 0.16%-9.5pp | 417.96%-427.3pp |
| Employer contribution / active EE | $1,460 | $3,128-53.3% | $2,413-39.5% | $4,740-69.2% |
| Participant deferral / active EE | $3,615 | $4,693-23.0% | $3,985-9.3% | $6,400-43.5% |
| Admin fee / account holder | $227 | $9,126-97.5% | $6,832-96.7% | $11,426-98.0% |