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 | $44,794 | $27,641+62.1% | $61,373-27.0% | $68,494-34.6% |
| Participation rate | 30.8% | 39.5%-8.7pp | 52.6%-21.8pp | 67.9%-37.1pp |
| Annual return | -19.77% | -13.24%-6.5pp | 338.61%-358.4pp | -7.84%-11.9pp |
| Employer contribution / active EE | $974 | $695+40.0% | $1,159-16.0% | $2,596-62.5% |
| Participant deferral / active EE | $3,303 | $1,263+161.5% | $2,125+55.4% | $4,027-18.0% |
| Admin fee / account holder | $248 | $2,010-87.6% | $2,130-88.3% | $5,403-95.4% |