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 | $26,110 | $82,664-68.4% | $125,339-79.2% | $68,494-61.9% |
| Participation rate | 69.2% | 75.0%-5.8pp | 82.4%-13.1pp | 67.9%+1.3pp |
| Annual return | -16.80% | -5.97%-10.8pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,007 | $3,381-40.7% | $4,814-58.3% | $2,596-22.7% |
| Participant deferral / active EE | $4,124 | $6,110-32.5% | $7,446-44.6% | $4,027+2.4% |
| Admin fee / account holder | $142 | $6,275-97.7% | $10,010-98.6% | $5,403-97.4% |