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 7-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 | $42,664 | $84,402-49.5% | $61,373-30.5% | $134,475-68.3% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | -18.16% | 584.55%-602.7pp | 338.61%-356.8pp | 417.96%-436.1pp |
| Employer contribution / active EE | $648 | $1,544-58.1% | $1,159-44.1% | $4,740-86.3% |
| Participant deferral / active EE | $3,132 | $2,819+11.1% | $2,125+47.4% | $6,400-51.1% |
| Admin fee / account holder | $169 | $2,585-93.5% | $2,130-92.1% | $11,426-98.5% |