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 | $76,364 | $135,635-43.7% | $110,238-30.7% | $135,375-43.6% |
| Participation rate | 65.2% | 83.5%-18.2pp | 79.8%-14.6pp | 82.6%-17.4pp |
| Annual return | -1.76% | 513.19%-514.9pp | 314.74%-316.5pp | 519.73%-521.5pp |
| Employer contribution / active EE | $1,954 | $4,906-60.2% | $3,826-48.9% | $4,779-59.1% |
| Participant deferral / active EE | $4,686 | $5,506-14.9% | $4,672+0.3% | $5,609-16.4% |
| Admin fee / account holder | $94 | $11,457-99.2% | $8,547-98.9% | $10,827-99.1% |