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 9-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 | $89,234 | $76,000+17.4% | $154,107-42.1% | $64,186+39.0% |
| Participation rate | 15.3% | 70.4%-55.2pp | 83.0%-67.8pp | 69.6%-54.3pp |
| Annual return | -5.47% | 30.32%-35.8pp | 735.12%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $851 | $3,351-74.6% | $5,298-83.9% | $2,381-64.2% |
| Participant deferral / active EE | $1,409 | $3,175-55.6% | $5,081-72.3% | $3,470-59.4% |
| Admin fee / account holder | $41 | $5,596-99.3% | $13,411-99.7% | $4,888-99.2% |