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 | $120,218 | $168,632-28.7% | $147,614-18.6% | $125,391-4.1% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | 0.29% | 77.65%-77.4pp | 61.98%-61.7pp | 282.22%-281.9pp |
| Employer contribution / active EE | $1,303 | $6,252-79.2% | $5,564-76.6% | $4,866-73.2% |
| Participant deferral / active EE | $3,114 | $5,507-43.4% | $4,895-36.4% | $5,352-41.8% |
| Admin fee / account holder | $70 | $13,580-99.5% | $11,611-99.4% | $9,540-99.3% |