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 | $20,035 | $90,590-77.9% | $90,782-77.9% | $135,375-85.2% |
| Participation rate | 60.0% | 83.7%-23.7pp | 82.7%-22.7pp | 82.6%-22.6pp |
| Annual return | -3.31% | -3.40%+0.1pp | -3.42%+0.1pp | 519.73%-523.0pp |
| Employer contribution / active EE | $2,519 | $4,352-42.1% | $4,105-38.6% | $4,779-47.3% |
| Participant deferral / active EE | $2,938 | $5,407-45.7% | $5,366-45.2% | $5,609-47.6% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,827-100.0% |