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 | $22,340 | $95,971-76.7% | $74,550-70.0% | $135,375-83.5% |
| Participation rate | 60.0% | 75.7%-15.7pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -7.88% | 56.96%-64.8pp | 32.53%-40.4pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,206 | $2,716-55.6% | $1,961-38.5% | $4,779-74.8% |
| Participant deferral / active EE | $2,020 | $3,843-47.5% | $3,108-35.0% | $5,609-64.0% |
| Admin fee / account holder | $271 | $6,522-95.8% | $5,060-94.6% | $10,827-97.5% |