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 9-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 | $74,901 | $93,024-19.5% | $77,024-2.8% | $134,475-44.3% |
| Participation rate | 45.5% | 74.5%-29.0pp | 67.9%-22.5pp | 81.2%-35.8pp |
| Annual return | -14.26% | 62.60%-76.9pp | 42.32%-56.6pp | 417.96%-432.2pp |
| Employer contribution / active EE | $2,130 | $3,418-37.7% | $2,812-24.3% | $4,740-55.1% |
| Participant deferral / active EE | $8,897 | $5,238+69.9% | $4,426+101.0% | $6,400+39.0% |
| Admin fee / account holder | $6 | $6,944-99.9% | $5,425-99.9% | $11,426-99.9% |