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 | $4,441 | $25,979-82.9% | $71,735-93.8% | $68,494-93.5% |
| Participation rate | 20.7% | 54.5%-33.8pp | 62.3%-41.7pp | 67.9%-47.2pp |
| Annual return | -17.96% | -15.10%-2.9pp | 9.14%-27.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $539 | $1,522-64.6% | $2,658-79.7% | $4,027-86.6% |
| Admin fee / account holder | $289 | $2,022-85.7% | $3,974-92.7% | $5,403-94.7% |