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 | $109,886 | $82,286+33.5% | $68,791+59.7% | $134,475-18.3% |
| Participation rate | 47.1% | 75.1%-28.0pp | 69.0%-22.0pp | 81.2%-34.2pp |
| Annual return | -20.57% | -2.19%-18.4pp | -6.38%-14.2pp | 417.96%-438.5pp |
| Employer contribution / active EE | $2,361 | $3,301-28.5% | $2,655-11.1% | $4,740-50.2% |
| Participant deferral / active EE | $5,442 | $4,739+14.9% | $3,941+38.1% | $6,400-15.0% |
| Admin fee / account holder | $250 | $6,481-96.2% | $4,932-94.9% | $11,426-97.8% |