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 | $32,350 | $32,117+0.7% | $71,086-54.5% | $64,186-49.6% |
| Participation rate | 26.7% | 42.7%-16.0pp | 54.7%-28.0pp | 69.6%-42.9pp |
| Annual return | -5.04% | -5.57%+0.5pp | 650.59%-655.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $373 | $712-47.7% | $1,088-65.7% | $2,381-84.3% |
| Participant deferral / active EE | $400 | $1,263-68.3% | $1,874-78.6% | $3,470-88.5% |
| Admin fee / account holder | $3 | $2,759-99.9% | $3,082-99.9% | $4,888-99.9% |