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 | $22,230 | $92,703-76.0% | $82,719-73.1% | $134,475-83.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -6.55% | 944.92%-951.5pp | 701.18%-707.7pp | 417.96%-424.5pp |
| Employer contribution / active EE | $1,507 | $3,274-54.0% | $3,009-49.9% | $4,740-68.2% |
| Participant deferral / active EE | $1,669 | $4,802-65.2% | $4,395-62.0% | $6,400-73.9% |
| Admin fee / account holder | $171 | $5,983-97.1% | $5,329-96.8% | $11,426-98.5% |