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 | $13,710 | $27,641-50.4% | $61,373-77.7% | $68,494-80.0% |
| Participation rate | 15.7% | 39.5%-23.8pp | 52.6%-36.9pp | 67.9%-52.2pp |
| Annual return | -15.98% | -13.24%-2.7pp | 338.61%-354.6pp | -7.84%-8.1pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $826 | $1,263-34.6% | $2,125-61.1% | $4,027-79.5% |
| Admin fee / account holder | $219 | $2,010-89.1% | $2,130-89.7% | $5,403-96.0% |