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 | $20,120 | $32,117-37.4% | $71,086-71.7% | $64,186-68.7% |
| Participation rate | 20.0% | 42.7%-22.7pp | 54.7%-34.7pp | 69.6%-49.6pp |
| Annual return | -9.92% | -5.57%-4.4pp | 650.59%-660.5pp | 7.63%-17.6pp |
| Employer contribution / active EE | $324 | $712-54.5% | $1,088-70.2% | $2,381-86.4% |
| Participant deferral / active EE | $809 | $1,263-36.0% | $1,874-56.9% | $3,470-76.7% |
| Admin fee / account holder | $87 | $2,759-96.9% | $3,082-97.2% | $4,888-98.2% |