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 4-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 | $16,105 | $73,867-78.2% | $143,757-88.8% | $68,494-76.5% |
| Participation rate | 40.7% | 66.7%-25.9pp | 80.3%-39.6pp | 67.9%-27.1pp |
| Annual return | -14.39% | 1.01%-15.4pp | -0.04%-14.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,430 | $3,184-55.1% | $4,951-71.1% | $2,596-44.9% |
| Participant deferral / active EE | $2,223 | $3,384-34.3% | $5,637-60.6% | $4,027-44.8% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |