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 6-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 | $24,917 | $27,641-9.9% | $61,373-59.4% | $68,494-63.6% |
| Participation rate | 13.5% | 39.5%-26.0pp | 52.6%-39.1pp | 67.9%-54.4pp |
| Annual return | -12.70% | -13.24%+0.5pp | 338.61%-351.3pp | -7.84%-4.9pp |
| Employer contribution / active EE | $427 | $695-38.6% | $1,159-63.2% | $2,596-83.6% |
| Participant deferral / active EE | $902 | $1,263-28.6% | $2,125-57.6% | $4,027-77.6% |
| Admin fee / account holder | $119 | $2,010-94.1% | $2,130-94.4% | $5,403-97.8% |