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 | $69,331 | $97,044-28.6% | $83,333-16.8% | $135,375-48.8% |
| Participation rate | 57.1% | 80.4%-23.3pp | 77.8%-20.6pp | 82.6%-25.5pp |
| Annual return | -1.06% | 12.31%-13.4pp | 10.63%-11.7pp | 519.73%-520.8pp |
| Employer contribution / active EE | $1,317 | $4,143-68.2% | $3,379-61.0% | $4,779-72.4% |
| Participant deferral / active EE | $7,123 | $5,964+19.4% | $5,565+28.0% | $5,609+27.0% |
| Admin fee / account holder | $10 | $8,380-99.9% | $7,510-99.9% | $10,827-99.9% |