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 | $83,482 | $152,509-45.3% | $117,472-28.9% | $134,475-37.9% |
| Participation rate | 56.3% | 77.1%-20.8pp | 70.6%-14.3pp | 81.2%-25.0pp |
| Annual return | -16.23% | 52.99%-69.2pp | 29.74%-46.0pp | 417.96%-434.2pp |
| Employer contribution / active EE | $996 | $5,571-82.1% | $4,176-76.2% | $4,740-79.0% |
| Participant deferral / active EE | $4,083 | $4,818-15.3% | $4,070+0.3% | $6,400-36.2% |
| Admin fee / account holder | $96 | $7,004-98.6% | $5,645-98.3% | $11,426-99.2% |