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 | $18,696 | $100,754-81.4% | $86,677-78.4% | $134,475-86.1% |
| Participation rate | 68.8% | 78.9%-10.2pp | 76.6%-7.8pp | 81.2%-12.5pp |
| Annual return | -20.09% | 29.04%-49.1pp | 35.91%-56.0pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,466 | $3,489-58.0% | $2,836-48.3% | $4,740-69.1% |
| Participant deferral / active EE | $2,960 | $5,338-44.6% | $4,656-36.4% | $6,400-53.8% |
| Admin fee / account holder | $17 | $10,926-99.8% | $7,493-99.8% | $11,426-99.9% |