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 | $15,500 | $54,350-71.5% | $82,719-81.3% | $68,494-77.4% |
| Participation rate | 61.5% | 63.9%-2.4pp | 72.6%-11.0pp | 67.9%-6.3pp |
| Annual return | -14.09% | -13.67%-0.4pp | 701.18%-715.3pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,295 | $2,218-41.6% | $3,009-57.0% | $2,596-50.1% |
| Participant deferral / active EE | $1,537 | $3,246-52.7% | $4,395-65.0% | $4,027-61.8% |
| Admin fee / account holder | $87 | $4,395-98.0% | $5,329-98.4% | $5,403-98.4% |