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 | $67,699 | $82,286-17.7% | $68,791-1.6% | $134,475-49.7% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -19.44% | -2.19%-17.2pp | -6.38%-13.1pp | 417.96%-437.4pp |
| Employer contribution / active EE | $5,881 | $3,301+78.2% | $2,655+121.5% | $4,740+24.1% |
| Participant deferral / active EE | $9,150 | $4,739+93.1% | $3,941+132.2% | $6,400+43.0% |
| Admin fee / account holder | $268 | $6,481-95.9% | $4,932-94.6% | $11,426-97.7% |