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 | $62,893 | $82,286-23.6% | $68,791-8.6% | $134,475-53.2% |
| Participation rate | 62.5% | 75.1%-12.6pp | 69.0%-6.5pp | 81.2%-18.7pp |
| Annual return | -3.34% | -2.19%-1.2pp | -6.38%+3.0pp | 417.96%-421.3pp |
| Employer contribution / active EE | $800 | $3,301-75.8% | $2,655-69.9% | $4,740-83.1% |
| Participant deferral / active EE | $3,137 | $4,739-33.8% | $3,941-20.4% | $6,400-51.0% |
| Admin fee / account holder | $23 | $6,481-99.7% | $4,932-99.5% | $11,426-99.8% |