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 7-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 | $50,132 | $81,900-38.8% | $119,609-58.1% | $68,494-26.8% |
| Participation rate | 39.6% | 71.9%-32.3pp | 79.3%-39.7pp | 67.9%-28.3pp |
| Annual return | -6.32% | -23.82%+17.5pp | -14.97%+8.7pp | -7.84%+1.5pp |
| Employer contribution / active EE | $1,121 | $2,693-58.4% | $4,232-73.5% | $2,596-56.8% |
| Participant deferral / active EE | $1,986 | $4,148-52.1% | $5,602-64.6% | $4,027-50.7% |
| Admin fee / account holder | $80 | $6,582-98.8% | $10,323-99.2% | $5,403-98.5% |