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 | $47,737 | $99,640-52.1% | $86,436-44.8% | $134,475-64.5% |
| Participation rate | 44.4% | 82.0%-37.6pp | 80.3%-35.9pp | 81.2%-36.8pp |
| Annual return | -9.45% | 6782.58%-6792.0pp | 4394.89%-4404.3pp | 417.96%-427.4pp |
| Employer contribution / active EE | $1,157 | $4,400-73.7% | $3,769-69.3% | $4,740-75.6% |
| Participant deferral / active EE | $2,471 | $7,246-65.9% | $6,952-64.5% | $6,400-61.4% |
| Admin fee / account holder | $274 | $8,371-96.7% | $6,731-95.9% | $11,426-97.6% |