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 7-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 | $17,422 | $27,641-37.0% | $61,373-71.6% | $68,494-74.6% |
| Participation rate | 35.0% | 39.5%-4.5pp | 52.6%-17.6pp | 67.9%-32.9pp |
| Annual return | -20.68% | -13.24%-7.4pp | 338.61%-359.3pp | -7.84%-12.8pp |
| Employer contribution / active EE | $1,289 | $695+85.3% | $1,159+11.2% | $2,596-50.4% |
| Participant deferral / active EE | $2,020 | $1,263+59.9% | $2,125-5.0% | $4,027-49.8% |
| Admin fee / account holder | $105 | $2,010-94.8% | $2,130-95.1% | $5,403-98.1% |