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 | $11,378 | $54,350-79.1% | $82,719-86.2% | $68,494-83.4% |
| Participation rate | 58.3% | 63.9%-5.6pp | 72.6%-14.2pp | 67.9%-9.6pp |
| Annual return | -7.75% | -13.67%+5.9pp | 701.18%-708.9pp | -7.84%+0.1pp |
| Employer contribution / active EE | $749 | $2,218-66.3% | $3,009-75.1% | $2,596-71.2% |
| Participant deferral / active EE | $1,432 | $3,246-55.9% | $4,395-67.4% | $4,027-64.4% |
| Admin fee / account holder | $0 | $4,395-100.0% | $5,329-100.0% | $5,403-100.0% |