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 | $25,258 | $107,791-76.6% | $90,645-72.1% | $135,375-81.3% |
| Participation rate | 30.0% | 78.0%-48.0pp | 74.0%-44.0pp | 82.6%-52.6pp |
| Annual return | -6.96% | -0.90%-6.1pp | 1.88%-8.8pp | 519.73%-526.7pp |
| Employer contribution / active EE | $636 | $3,018-78.9% | $2,532-74.9% | $4,779-86.7% |
| Participant deferral / active EE | $1,258 | $3,872-67.5% | $3,425-63.3% | $5,609-77.6% |
| Admin fee / account holder | $31 | $5,930-99.5% | $4,994-99.4% | $10,827-99.7% |