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 | $7,887 | $32,037-75.4% | $69,182-88.6% | $62,891-87.5% |
| Participation rate | 28.3% | 43.4%-15.1pp | 55.1%-26.8pp | 69.3%-41.0pp |
| Annual return | 9.74% | 15.16%-5.4pp | -21.93%+31.7pp | 20.14%-10.4pp |
| Employer contribution / active EE | $401 | $679-41.0% | $1,206-66.8% | $2,281-82.4% |
| Participant deferral / active EE | $456 | $1,185-61.6% | $1,897-76.0% | $3,203-85.8% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |