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 | $27,218 | $127,100-78.6% | $105,738-74.3% | $135,375-79.9% |
| Participation rate | 68.8% | 82.7%-14.0pp | 76.3%-7.6pp | 82.6%-13.9pp |
| Annual return | -5.64% | 4.49%-10.1pp | 6.27%-11.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,038 | $4,107-74.7% | $3,268-68.2% | $4,779-78.3% |
| Participant deferral / active EE | $3,766 | $5,064-25.6% | $4,080-7.7% | $5,609-32.9% |
| Admin fee / account holder | $14 | $9,087-99.8% | $6,913-99.8% | $10,827-99.9% |