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 | $129,539 | $176,377-26.6% | $134,143-3.4% | $158,922-18.5% |
| Participation rate | 50.0% | 78.7%-28.7pp | 72.2%-22.2pp | 82.0%-32.0pp |
| Annual return | 4.46% | 63.63%-59.2pp | 36.33%-31.9pp | 302.83%-298.4pp |
| Employer contribution / active EE | $2,249 | $5,040-55.4% | $3,704-39.3% | $4,761-52.8% |
| Participant deferral / active EE | $4,650 | $4,091+13.6% | $3,499+32.9% | $5,982-22.3% |
| Admin fee / account holder | $56 | $8,718-99.4% | $6,684-99.2% | $11,246-99.5% |