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 6-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 | $32,010 | $133,958-76.1% | $112,228-71.5% | $134,475-76.2% |
| Participation rate | 53.8% | 78.6%-24.7pp | 75.1%-21.2pp | 81.2%-27.4pp |
| Annual return | -17.02% | 47.11%-64.1pp | 27.45%-44.5pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,489 | $4,038-63.1% | $3,635-59.0% | $4,740-68.6% |
| Participant deferral / active EE | $5,441 | $5,291+2.9% | $4,728+15.1% | $6,400-15.0% |
| Admin fee / account holder | $54 | $7,489-99.3% | $6,410-99.2% | $11,426-99.5% |