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 9-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 | $36,808 | $93,024-60.4% | $77,024-52.2% | $134,475-72.6% |
| Participation rate | 47.4% | 74.5%-27.1pp | 67.9%-20.5pp | 81.2%-33.9pp |
| Annual return | -17.57% | 62.60%-80.2pp | 42.32%-59.9pp | 417.96%-435.5pp |
| Employer contribution / active EE | $856 | $3,418-75.0% | $2,812-69.6% | $4,740-81.9% |
| Participant deferral / active EE | $2,536 | $5,238-51.6% | $4,426-42.7% | $6,400-60.4% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |