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 | $170,462 | $76,000+124.3% | $154,107+10.6% | $64,186+165.6% |
| Participation rate | 15.8% | 70.4%-54.6pp | 83.0%-67.2pp | 69.6%-53.8pp |
| Annual return | -6.18% | 30.32%-36.5pp | 735.12%-741.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $688 | $3,351-79.5% | $5,298-87.0% | $2,381-71.1% |
| Participant deferral / active EE | $1,800 | $3,175-43.3% | $5,081-64.6% | $3,470-48.1% |
| Admin fee / account holder | $99 | $5,596-98.2% | $13,411-99.3% | $4,888-98.0% |