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 | $51,070 | $97,881-47.8% | $80,004-36.2% | $125,391-59.3% |
| Participation rate | 20.0% | 77.9%-57.9pp | 73.0%-53.0pp | 83.2%-63.2pp |
| Annual return | -3.75% | 9.36%-13.1pp | 7.63%-11.4pp | 282.22%-286.0pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,600 | $3,744-3.9% | $3,204+12.4% | $5,352-32.7% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,540-100.0% |