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 6-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 | $7,159 | $27,641-74.1% | $61,373-88.3% | $68,494-89.5% |
| Participation rate | 44.6% | 39.5%+5.1pp | 52.6%-8.0pp | 67.9%-23.3pp |
| Annual return | -19.74% | -13.24%-6.5pp | 338.61%-358.3pp | -7.84%-11.9pp |
| Employer contribution / active EE | $450 | $695-35.3% | $1,159-61.2% | $2,596-82.7% |
| Participant deferral / active EE | $1,186 | $1,263-6.1% | $2,125-44.2% | $4,027-70.6% |
| Admin fee / account holder | $279 | $2,010-86.1% | $2,130-86.9% | $5,403-94.8% |