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 | $41,252 | $142,344-71.0% | $119,609-65.5% | $134,475-69.3% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -19.21% | -12.44%-6.8pp | -14.97%-4.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,560 | $5,222-70.1% | $4,232-63.1% | $4,740-67.1% |
| Participant deferral / active EE | $3,780 | $6,469-41.6% | $5,602-32.5% | $6,400-40.9% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |