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 | $20,286 | $76,000-73.3% | $154,107-86.8% | $64,186-68.4% |
| Participation rate | 42.9% | 70.4%-27.6pp | 83.0%-40.2pp | 69.6%-26.7pp |
| Annual return | -7.64% | 30.32%-38.0pp | 735.12%-742.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $643 | $3,351-80.8% | $5,298-87.9% | $2,381-73.0% |
| Participant deferral / active EE | $1,270 | $3,175-60.0% | $5,081-75.0% | $3,470-63.4% |
| Admin fee / account holder | $88 | $5,596-98.4% | $13,411-99.3% | $4,888-98.2% |