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 | $34,665 | $131,829-73.7% | $108,579-68.1% | $273,961-87.3% |
| Participation rate | 40.0% | 83.5%-43.5pp | 79.6%-39.6pp | 83.0%-43.0pp |
| Annual return | 4.27% | -91.57%+95.8pp | -51.70%+56.0pp | 41.45%-37.2pp |
| Employer contribution / active EE | $3,137 | $4,912-36.1% | $3,758-16.5% | $4,869-35.6% |
| Participant deferral / active EE | $7,746 | $5,127+51.1% | $4,311+79.7% | $5,287+46.5% |
| Admin fee / account holder | $35 | $10,252-99.7% | $7,645-99.5% | $10,132-99.7% |