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 9-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 | $25,468 | $54,350-53.1% | $82,719-69.2% | $68,494-62.8% |
| Participation rate | 36.7% | 63.9%-27.3pp | 72.6%-35.9pp | 67.9%-31.2pp |
| Annual return | -19.45% | -13.67%-5.8pp | 701.18%-720.6pp | -7.84%-11.6pp |
| Employer contribution / active EE | $868 | $2,218-60.9% | $3,009-71.2% | $2,596-66.6% |
| Participant deferral / active EE | $2,510 | $3,246-22.7% | $4,395-42.9% | $4,027-37.7% |
| Admin fee / account holder | $115 | $4,395-97.4% | $5,329-97.8% | $5,403-97.9% |