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 | $18,752 | $27,641-32.2% | $61,373-69.4% | $68,494-72.6% |
| Participation rate | 13.3% | 39.5%-26.2pp | 52.6%-39.2pp | 67.9%-54.6pp |
| Annual return | -17.01% | -13.24%-3.8pp | 338.61%-355.6pp | -7.84%-9.2pp |
| Employer contribution / active EE | $283 | $695-59.3% | $1,159-75.6% | $2,596-89.1% |
| Participant deferral / active EE | $469 | $1,263-62.9% | $2,125-77.9% | $4,027-88.3% |
| Admin fee / account holder | $188 | $2,010-90.7% | $2,130-91.2% | $5,403-96.5% |