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 | $48,556 | $92,222-47.3% | $76,768-36.7% | $135,375-64.1% |
| Participation rate | 63.2% | 79.8%-16.6pp | 77.0%-13.8pp | 82.6%-19.5pp |
| Annual return | -8.50% | 5.46%-14.0pp | 2.43%-10.9pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,511 | $3,216-53.0% | $2,485-39.2% | $4,779-68.4% |
| Participant deferral / active EE | $3,691 | $4,509-18.1% | $3,852-4.2% | $5,609-34.2% |
| Admin fee / account holder | $10 | $10,748-99.9% | $6,675-99.8% | $10,827-99.9% |