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 10-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 | $60,204 | $82,664-27.2% | $125,339-52.0% | $68,494-12.1% |
| Participation rate | 67.6% | 75.0%-7.4pp | 82.4%-14.7pp | 67.9%-0.2pp |
| Annual return | -16.75% | -5.97%-10.8pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,866 | $3,381-15.2% | $4,814-40.5% | $2,596+10.4% |
| Participant deferral / active EE | $4,971 | $6,110-18.7% | $7,446-33.2% | $4,027+23.4% |
| Admin fee / account holder | $3 | $6,275-100.0% | $10,010-100.0% | $5,403-100.0% |