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 | $24,552 | $27,641-11.2% | $61,373-60.0% | $68,494-64.2% |
| Participation rate | 32.4% | 39.5%-7.1pp | 52.6%-20.2pp | 67.9%-35.5pp |
| Annual return | -19.36% | -13.24%-6.1pp | 338.61%-358.0pp | -7.84%-11.5pp |
| Employer contribution / active EE | $644 | $695-7.3% | $1,159-44.4% | $2,596-75.2% |
| Participant deferral / active EE | $2,436 | $1,263+92.9% | $2,125+14.6% | $4,027-39.5% |
| Admin fee / account holder | $58 | $2,010-97.1% | $2,130-97.3% | $5,403-98.9% |