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 8-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 | $47,101 | $82,286-42.8% | $68,791-31.5% | $134,475-65.0% |
| Participation rate | 53.8% | 75.1%-21.2pp | 69.0%-15.2pp | 81.2%-27.4pp |
| Annual return | -18.16% | -2.19%-16.0pp | -6.38%-11.8pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,314 | $3,301-29.9% | $2,655-12.9% | $4,740-51.2% |
| Participant deferral / active EE | $5,243 | $4,739+10.7% | $3,941+33.0% | $6,400-18.1% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |