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 | $48,284 | $54,350-11.2% | $82,719-41.6% | $68,494-29.5% |
| Participation rate | 68.0% | 63.9%+4.1pp | 72.6%-4.5pp | 67.9%+0.2pp |
| Annual return | -18.39% | -13.67%-4.7pp | 701.18%-719.6pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,068 | $2,218-51.8% | $3,009-64.5% | $2,596-58.9% |
| Participant deferral / active EE | $6,894 | $3,246+112.4% | $4,395+56.9% | $4,027+71.2% |
| Admin fee / account holder | $290 | $4,395-93.4% | $5,329-94.6% | $5,403-94.6% |