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 | $21,981 | $95,193-76.9% | $76,523-71.3% | $135,375-83.8% |
| Participation rate | 58.3% | 74.4%-16.1pp | 68.0%-9.7pp | 82.6%-24.3pp |
| Annual return | -7.54% | 4.85%-12.4pp | -0.27%-7.3pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,352 | $3,302-59.1% | $2,647-48.9% | $4,779-71.7% |
| Participant deferral / active EE | $2,510 | $4,639-45.9% | $3,835-34.6% | $5,609-55.3% |
| Admin fee / account holder | $20 | $6,249-99.7% | $4,848-99.6% | $10,827-99.8% |