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 | $88,586 | $152,509-41.9% | $117,472-24.6% | $134,475-34.1% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -20.07% | 52.99%-73.1pp | 29.74%-49.8pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,686 | $5,571-69.7% | $4,176-59.6% | $4,740-64.4% |
| Participant deferral / active EE | $4,848 | $4,818+0.6% | $4,070+19.1% | $6,400-24.3% |
| Admin fee / account holder | $19 | $7,004-99.7% | $5,645-99.7% | $11,426-99.8% |