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 | $28,869 | $133,958-78.4% | $112,228-74.3% | $134,475-78.5% |
| Participation rate | 52.6% | 78.6%-25.9pp | 75.1%-22.4pp | 81.2%-28.6pp |
| Annual return | -10.43% | 47.11%-57.5pp | 27.45%-37.9pp | 417.96%-428.4pp |
| Employer contribution / active EE | $1,357 | $4,038-66.4% | $3,635-62.7% | $4,740-71.4% |
| Participant deferral / active EE | $2,870 | $5,291-45.7% | $4,728-39.3% | $6,400-55.1% |
| Admin fee / account holder | $28 | $7,489-99.6% | $6,410-99.6% | $11,426-99.8% |