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 | $19,780 | $90,600-78.2% | $79,464-75.1% | $135,375-85.4% |
| Participation rate | 46.2% | 76.0%-29.9pp | 73.3%-27.2pp | 82.6%-36.5pp |
| Annual return | -8.32% | 977.43%-985.8pp | 718.14%-726.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $797 | $3,068-74.0% | $2,800-71.6% | $4,779-83.3% |
| Participant deferral / active EE | $2,041 | $4,050-49.6% | $3,704-44.9% | $5,609-63.6% |
| Admin fee / account holder | $51 | $5,907-99.1% | $5,113-99.0% | $10,827-99.5% |