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 | $46,257 | $133,958-65.5% | $112,228-58.8% | $134,475-65.6% |
| Participation rate | 55.6% | 78.6%-23.0pp | 75.1%-19.5pp | 81.2%-25.7pp |
| Annual return | -11.21% | 47.11%-58.3pp | 27.45%-38.7pp | 417.96%-429.2pp |
| Employer contribution / active EE | $2,079 | $4,038-48.5% | $3,635-42.8% | $4,740-56.1% |
| Participant deferral / active EE | $4,031 | $5,291-23.8% | $4,728-14.7% | $6,400-37.0% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |