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 | $3,396 | $27,641-87.7% | $61,373-94.5% | $68,494-95.0% |
| Participation rate | 16.3% | 39.5%-23.2pp | 52.6%-36.2pp | 67.9%-51.6pp |
| Annual return | 6.14% | -13.24%+19.4pp | 338.61%-332.5pp | -7.84%+14.0pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $377 | $1,263-70.1% | $2,125-82.2% | $4,027-90.6% |
| Admin fee / account holder | $261 | $2,010-87.0% | $2,130-87.7% | $5,403-95.2% |