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 9-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 | $10,821 | $64,307-83.2% | $57,343-81.1% | $125,391-91.4% |
| Participation rate | 41.7% | 78.6%-37.0pp | 75.1%-33.4pp | 83.2%-41.5pp |
| Annual return | -2.24% | 25.12%-27.4pp | 24.39%-26.6pp | 282.22%-284.5pp |
| Employer contribution / active EE | $932 | $3,193-70.8% | $2,689-65.3% | $4,866-80.8% |
| Participant deferral / active EE | $1,782 | $3,848-53.7% | $3,162-43.6% | $5,352-66.7% |
| Admin fee / account holder | $0 | $5,242-100.0% | $3,356-100.0% | $9,540-100.0% |