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 | $42,604 | $93,024-54.2% | $77,024-44.7% | $134,475-68.3% |
| Participation rate | 60.0% | 74.5%-14.5pp | 67.9%-7.9pp | 81.2%-21.2pp |
| Annual return | -20.64% | 62.60%-83.2pp | 42.32%-63.0pp | 417.96%-438.6pp |
| Employer contribution / active EE | $2,807 | $3,418-17.9% | $2,812-0.2% | $4,740-40.8% |
| Participant deferral / active EE | $6,814 | $5,238+30.1% | $4,426+53.9% | $6,400+6.5% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |