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 | $90,455 | $133,958-32.5% | $112,228-19.4% | $134,475-32.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -19.32% | 47.11%-66.4pp | 27.45%-46.8pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,140 | $4,038-71.8% | $3,635-68.6% | $4,740-76.0% |
| Participant deferral / active EE | $6,250 | $5,291+18.1% | $4,728+32.2% | $6,400-2.3% |
| Admin fee / account holder | $20 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |