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 | $37,196 | $168,632-77.9% | $147,614-74.8% | $125,391-70.3% |
| Participation rate | 55.6% | 88.8%-33.2pp | 84.6%-29.1pp | 83.2%-27.6pp |
| Annual return | -1.77% | 77.65%-79.4pp | 61.98%-63.7pp | 282.22%-284.0pp |
| Employer contribution / active EE | $1,511 | $6,252-75.8% | $5,564-72.8% | $4,866-68.9% |
| Participant deferral / active EE | $3,295 | $5,507-40.2% | $4,895-32.7% | $5,352-38.4% |
| Admin fee / account holder | $123 | $13,580-99.1% | $11,611-98.9% | $9,540-98.7% |