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 | $32,911 | $77,813-57.7% | $123,544-73.4% | $64,186-48.7% |
| Participation rate | 52.1% | 74.7%-22.7pp | 82.3%-30.2pp | 69.6%-17.5pp |
| Annual return | -7.06% | 12.48%-19.5pp | 119.20%-126.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,040 | $3,014-65.5% | $4,628-77.5% | $2,381-56.3% |
| Participant deferral / active EE | $2,467 | $5,240-52.9% | $6,426-61.6% | $3,470-28.9% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |