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 | $154,555 | $95,862+61.2% | $79,550+94.3% | $134,475+14.9% |
| Participation rate | 40.0% | 75.0%-35.0pp | 69.5%-29.5pp | 81.2%-41.2pp |
| Annual return | -18.68% | -2.69%-16.0pp | 0.16%-18.8pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,034 | $3,128-35.0% | $2,413-15.7% | $4,740-57.1% |
| Participant deferral / active EE | $4,950 | $4,693+5.5% | $3,985+24.2% | $6,400-22.7% |
| Admin fee / account holder | $20 | $9,126-99.8% | $6,832-99.7% | $11,426-99.8% |