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 | $153,008 | $95,862+59.6% | $79,550+92.3% | $134,475+13.8% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | -14.44% | -2.69%-11.7pp | 0.16%-14.6pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,071 | $3,128-65.8% | $2,413-55.6% | $4,740-77.4% |
| Participant deferral / active EE | $4,202 | $4,693-10.5% | $3,985+5.4% | $6,400-34.3% |
| Admin fee / account holder | $13 | $9,126-99.9% | $6,832-99.8% | $11,426-99.9% |