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 9-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 | $63,360 | $27,641+129.2% | $61,373+3.2% | $68,494-7.5% |
| Participation rate | 7.7% | 39.5%-31.8pp | 52.6%-44.9pp | 67.9%-60.2pp |
| Annual return | -16.19% | -13.24%-3.0pp | 338.61%-354.8pp | -7.84%-8.3pp |
| Employer contribution / active EE | $374 | $695-46.3% | $1,159-67.8% | $2,596-85.6% |
| Participant deferral / active EE | $998 | $1,263-21.0% | $2,125-53.0% | $4,027-75.2% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,130-100.0% | $5,403-100.0% |