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 | $25,594 | $93,024-72.5% | $77,024-66.8% | $134,475-81.0% |
| Participation rate | 21.1% | 74.5%-53.4pp | 67.9%-46.9pp | 81.2%-60.2pp |
| Annual return | -19.07% | 62.60%-81.7pp | 42.32%-61.4pp | 417.96%-437.0pp |
| Employer contribution / active EE | $771 | $3,418-77.5% | $2,812-72.6% | $4,740-83.7% |
| Participant deferral / active EE | $1,764 | $5,238-66.3% | $4,426-60.1% | $6,400-72.4% |
| Admin fee / account holder | $89 | $6,944-98.7% | $5,425-98.4% | $11,426-99.2% |