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 | $63,568 | $93,024-31.7% | $77,024-17.5% | $134,475-52.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -13.25% | 62.60%-75.9pp | 42.32%-55.6pp | 417.96%-431.2pp |
| Employer contribution / active EE | $2,137 | $3,418-37.5% | $2,812-24.0% | $4,740-54.9% |
| Participant deferral / active EE | $7,308 | $5,238+39.5% | $4,426+65.1% | $6,400+14.2% |
| Admin fee / account holder | $25 | $6,944-99.6% | $5,425-99.5% | $11,426-99.8% |