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 | $35,687 | $95,862-62.8% | $79,550-55.1% | $134,475-73.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -15.11% | -2.69%-12.4pp | 0.16%-15.3pp | 417.96%-433.1pp |
| Employer contribution / active EE | $2,096 | $3,128-33.0% | $2,413-13.1% | $4,740-55.8% |
| Participant deferral / active EE | $5,125 | $4,693+9.2% | $3,985+28.6% | $6,400-19.9% |
| Admin fee / account holder | $139 | $9,126-98.5% | $6,832-98.0% | $11,426-98.8% |