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 | $30,087 | $180,449-83.3% | $154,107-80.5% | $135,375-77.8% |
| Participation rate | 58.8% | 87.4%-28.6pp | 83.0%-24.2pp | 82.6%-23.8pp |
| Annual return | -8.64% | 888.09%-896.7pp | 735.12%-743.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,515 | $6,035-74.9% | $5,298-71.4% | $4,779-68.3% |
| Participant deferral / active EE | $2,099 | $5,806-63.8% | $5,081-58.7% | $5,609-62.6% |
| Admin fee / account holder | $152 | $16,143-99.1% | $13,411-98.9% | $10,827-98.6% |