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 8-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 | $21,580 | $167,307-87.1% | $143,757-85.0% | $134,475-84.0% |
| Participation rate | 69.2% | 84.8%-15.6pp | 80.3%-11.1pp | 81.2%-12.0pp |
| Annual return | -19.33% | 0.46%-19.8pp | -0.04%-19.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,534 | $5,619-72.7% | $4,951-69.0% | $4,740-67.6% |
| Participant deferral / active EE | $4,453 | $6,446-30.9% | $5,637-21.0% | $6,400-30.4% |
| Admin fee / account holder | $80 | $18,088-99.6% | $14,673-99.5% | $11,426-99.3% |