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 | $33,694 | $180,449-81.3% | $154,107-78.1% | $135,375-75.1% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -7.99% | 888.09%-896.1pp | 735.12%-743.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $2,945 | $6,035-51.2% | $5,298-44.4% | $4,779-38.4% |
| Participant deferral / active EE | $5,730 | $5,806-1.3% | $5,081+12.8% | $5,609+2.2% |
| Admin fee / account holder | $256 | $16,143-98.4% | $13,411-98.1% | $10,827-97.6% |