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 4-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 | $644 | $25,979-97.5% | $71,735-99.1% | $68,494-99.1% |
| Participation rate | 35.6% | 54.5%-18.9pp | 62.3%-26.8pp | 67.9%-32.3pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.14%-9.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $407 | $1,522-73.3% | $2,658-84.7% | $4,027-89.9% |
| Admin fee / account holder | $35 | $2,022-98.3% | $3,974-99.1% | $5,403-99.4% |