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 5-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 | $24,566 | $93,024-73.6% | $77,024-68.1% | $134,475-81.7% |
| Participation rate | 42.9% | 74.5%-31.6pp | 67.9%-25.0pp | 81.2%-38.4pp |
| Annual return | -19.87% | 62.60%-82.5pp | 42.32%-62.2pp | 417.96%-437.8pp |
| Employer contribution / active EE | $4,765 | $3,418+39.4% | $2,812+69.4% | $4,740+0.5% |
| Participant deferral / active EE | $8,524 | $5,238+62.7% | $4,426+92.6% | $6,400+33.2% |
| Admin fee / account holder | $74 | $6,944-98.9% | $5,425-98.6% | $11,426-99.4% |