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 | $37,693 | $81,900-54.0% | $119,609-68.5% | $68,494-45.0% |
| Participation rate | 67.7% | 71.9%-4.2pp | 79.3%-11.5pp | 67.9%-0.1pp |
| Annual return | -17.17% | -23.82%+6.6pp | -14.97%-2.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $3,242 | $2,693+20.4% | $4,232-23.4% | $2,596+24.9% |
| Participant deferral / active EE | $6,499 | $4,148+56.7% | $5,602+16.0% | $4,027+61.4% |
| Admin fee / account holder | $164 | $6,582-97.5% | $10,323-98.4% | $5,403-97.0% |