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 | $73,982 | $133,958-44.8% | $112,228-34.1% | $134,475-45.0% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -5.17% | 47.11%-52.3pp | 27.45%-32.6pp | 417.96%-423.1pp |
| Employer contribution / active EE | $3,260 | $4,038-19.3% | $3,635-10.3% | $4,740-31.2% |
| Participant deferral / active EE | $7,238 | $5,291+36.8% | $4,728+53.1% | $6,400+13.1% |
| Admin fee / account holder | $2 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |