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 | $36,063 | $105,860-65.9% | $90,749-60.3% | $134,475-73.2% |
| Participation rate | 38.5% | 78.2%-39.8pp | 75.7%-37.2pp | 81.2%-42.8pp |
| Annual return | -19.88% | -11.01%-8.9pp | -12.16%-7.7pp | 417.96%-437.8pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,701 | $5,216-9.9% | $4,564+3.0% | $6,400-26.5% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |