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 | $17,077 | $52,681-67.6% | $75,781-77.5% | $59,632-71.4% |
| Participation rate | 48.7% | 67.2%-18.5pp | 75.8%-27.1pp | 68.7%-20.0pp |
| Annual return | -2.01% | 2.95%-5.0pp | 9.68%-11.7pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $1,012 | $2,193-53.9% | $3,323-69.5% | $2,203-54.0% |
| Participant deferral / active EE | $3,891 | $2,591+50.2% | $3,651+6.6% | $3,192+21.9% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,299-100.0% | $4,297-100.0% |