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 | $70,319 | $211,958-66.8% | $169,463-58.5% | $135,375-48.1% |
| Participation rate | 69.2% | 82.6%-13.4pp | 77.8%-8.6pp | 82.6%-13.4pp |
| Annual return | -5.29% | 3.26%-8.6pp | 1.83%-7.1pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,887 | $5,120-63.1% | $4,159-54.6% | $4,779-60.5% |
| Participant deferral / active EE | $5,035 | $6,075-17.1% | $5,277-4.6% | $5,609-10.2% |
| Admin fee / account holder | $7 | $11,471-99.9% | $9,109-99.9% | $10,827-99.9% |