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 | $89,117 | $54,350+64.0% | $82,719+7.7% | $68,494+30.1% |
| Participation rate | 31.4% | 63.9%-32.5pp | 72.6%-41.1pp | 67.9%-36.5pp |
| Annual return | -18.55% | -13.67%-4.9pp | 701.18%-719.7pp | -7.84%-10.7pp |
| Employer contribution / active EE | $426 | $2,218-80.8% | $3,009-85.8% | $2,596-83.6% |
| Participant deferral / active EE | $1,113 | $3,246-65.7% | $4,395-74.7% | $4,027-72.4% |
| Admin fee / account holder | $0 | $4,395-100.0% | $5,329-100.0% | $5,403-100.0% |