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 | $35,272 | $87,705-59.8% | $63,517-44.5% | $125,391-71.9% |
| Participation rate | 50.0% | 77.0%-27.0pp | 71.0%-21.0pp | 83.2%-33.2pp |
| Annual return | -0.88% | 21.70%-22.6pp | -70.30%+69.4pp | 282.22%-283.1pp |
| Employer contribution / active EE | $1,560 | $3,601-56.7% | $2,322-32.8% | $4,866-67.9% |
| Participant deferral / active EE | $3,005 | $3,939-23.7% | $2,953+1.8% | $5,352-43.8% |
| Admin fee / account holder | $44 | $11,948-99.6% | $5,892-99.3% | $9,540-99.5% |