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 | $59,790 | $49,177+21.6% | $79,464-24.8% | $64,186-6.8% |
| Participation rate | 63.3% | 65.0%-1.7pp | 73.3%-10.0pp | 69.6%-6.2pp |
| Annual return | -4.47% | -1.16%-3.3pp | 718.14%-722.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,535 | $2,076-26.1% | $2,800-45.2% | $2,381-35.5% |
| Participant deferral / active EE | $1,788 | $2,821-36.6% | $3,704-51.7% | $3,470-48.5% |
| Admin fee / account holder | $220 | $3,839-94.3% | $5,113-95.7% | $4,888-95.5% |