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 | $38,347 | $85,790-55.3% | $67,313-43.0% | $135,375-71.7% |
| Participation rate | 61.5% | 76.5%-14.9pp | 69.1%-7.5pp | 82.6%-21.1pp |
| Annual return | -9.31% | -0.54%-8.8pp | -4.08%-5.2pp | 519.73%-529.0pp |
| Employer contribution / active EE | $626 | $3,487-82.0% | $2,566-75.6% | $4,779-86.9% |
| Participant deferral / active EE | $2,505 | $4,651-46.1% | $3,568-29.8% | $5,609-55.3% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |