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 | $6,573 | $67,331-90.2% | $60,874-89.2% | $134,475-95.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -17.36% | 49.93%-67.3pp | 16.90%-34.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $696 | $3,096-77.5% | $2,701-74.3% | $4,740-85.3% |
| Participant deferral / active EE | $979 | $4,538-78.4% | $3,817-74.3% | $6,400-84.7% |
| Admin fee / account holder | $60 | $4,582-98.7% | $3,224-98.1% | $11,426-99.5% |