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 | $35,435 | $97,044-63.5% | $83,333-57.5% | $135,375-73.8% |
| Participation rate | 64.3% | 80.4%-16.1pp | 77.8%-13.5pp | 82.6%-18.4pp |
| Annual return | -8.44% | 12.31%-20.8pp | 10.63%-19.1pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,435 | $4,143-65.4% | $3,379-57.5% | $4,779-70.0% |
| Participant deferral / active EE | $5,074 | $5,964-14.9% | $5,565-8.8% | $5,609-9.5% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |