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 | $133,115 | $133,958-0.6% | $112,228+18.6% | $134,475-1.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -19.84% | 47.11%-67.0pp | 27.45%-47.3pp | 417.96%-437.8pp |
| Employer contribution / active EE | $967 | $4,038-76.1% | $3,635-73.4% | $4,740-79.6% |
| Participant deferral / active EE | $3,389 | $5,291-35.9% | $4,728-28.3% | $6,400-47.0% |
| Admin fee / account holder | $9 | $7,489-99.9% | $6,410-99.9% | $11,426-99.9% |