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 | $31,396 | $81,900-61.7% | $119,609-73.8% | $68,494-54.2% |
| Participation rate | 46.7% | 71.9%-25.2pp | 79.3%-32.6pp | 67.9%-21.2pp |
| Annual return | -14.59% | -23.82%+9.2pp | -14.97%+0.4pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,284 | $2,693-52.3% | $4,232-69.7% | $2,596-50.6% |
| Participant deferral / active EE | $2,386 | $4,148-42.5% | $5,602-57.4% | $4,027-40.8% |
| Admin fee / account holder | $0 | $6,582-100.0% | $10,323-100.0% | $5,403-100.0% |