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 | $42,644 | $97,757-56.4% | $83,848-49.1% | $135,375-68.5% |
| Participation rate | 68.8% | 80.0%-11.2pp | 76.1%-7.4pp | 82.6%-13.9pp |
| Annual return | -7.86% | 1287.37%-1295.2pp | 850.88%-858.7pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,943 | $4,222-54.0% | $3,631-46.5% | $4,779-59.3% |
| Participant deferral / active EE | $4,346 | $4,682-7.2% | $4,082+6.5% | $5,609-22.5% |
| Admin fee / account holder | $45 | $6,674-99.3% | $5,478-99.2% | $10,827-99.6% |