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 6-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 | $14,676 | $152,509-90.4% | $117,472-87.5% | $134,475-89.1% |
| Participation rate | 62.5% | 77.1%-14.6pp | 70.6%-8.1pp | 81.2%-18.7pp |
| Annual return | -19.03% | 52.99%-72.0pp | 29.74%-48.8pp | 417.96%-437.0pp |
| Employer contribution / active EE | $416 | $5,571-92.5% | $4,176-90.0% | $4,740-91.2% |
| Participant deferral / active EE | $5,138 | $4,818+6.6% | $4,070+26.2% | $6,400-19.7% |
| Admin fee / account holder | $103 | $7,004-98.5% | $5,645-98.2% | $11,426-99.1% |