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 5-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 | $15,736 | $84,402-81.4% | $61,373-74.4% | $134,475-88.3% |
| Participation rate | 21.4% | 62.2%-40.8pp | 52.6%-31.1pp | 81.2%-59.8pp |
| Annual return | -21.47% | 584.55%-606.0pp | 338.61%-360.1pp | 417.96%-439.4pp |
| Employer contribution / active EE | $527 | $1,544-65.9% | $1,159-54.5% | $4,740-88.9% |
| Participant deferral / active EE | $2,598 | $2,819-7.9% | $2,125+22.2% | $6,400-59.4% |
| Admin fee / account holder | $57 | $2,585-97.8% | $2,130-97.3% | $11,426-99.5% |