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 | $56,118 | $86,699-35.3% | $73,307-23.4% | $125,391-55.2% |
| Participation rate | 33.3% | 78.6%-45.3pp | 74.9%-41.6pp | 83.2%-49.9pp |
| Annual return | -2.30% | 2.78%-5.1pp | 5.67%-8.0pp | 282.22%-284.5pp |
| Employer contribution / active EE | $8,800 | $4,152+111.9% | $3,237+171.8% | $4,866+80.8% |
| Participant deferral / active EE | $4,562 | $5,550-17.8% | $4,991-8.6% | $5,352-14.7% |
| Admin fee / account holder | $0 | $7,771-100.0% | $5,637-100.0% | $9,540-100.0% |