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 | $45,933 | $43,723+5.1% | $121,196-62.1% | $64,186-28.4% |
| Participation rate | 54.0% | 58.3%-4.4pp | 71.7%-17.8pp | 69.6%-15.6pp |
| Annual return | -4.90% | 68.91%-73.8pp | 16.93%-21.8pp | 7.63%-12.5pp |
| Employer contribution / active EE | $761 | $1,296-41.3% | $4,022-81.1% | $2,381-68.0% |
| Participant deferral / active EE | $1,796 | $2,280-21.2% | $3,344-46.3% | $3,470-48.2% |
| Admin fee / account holder | $185 | $3,501-94.7% | $5,019-96.3% | $4,888-96.2% |