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 | $84,974 | $133,958-36.6% | $112,228-24.3% | $134,475-36.8% |
| Participation rate | 54.5% | 78.6%-24.0pp | 75.1%-20.5pp | 81.2%-26.7pp |
| Annual return | -20.06% | 47.11%-67.2pp | 27.45%-47.5pp | 417.96%-438.0pp |
| Employer contribution / active EE | $2,526 | $4,038-37.5% | $3,635-30.5% | $4,740-46.7% |
| Participant deferral / active EE | $8,058 | $5,291+52.3% | $4,728+70.4% | $6,400+25.9% |
| Admin fee / account holder | $43 | $7,489-99.4% | $6,410-99.3% | $11,426-99.6% |