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 7-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 | $55,882 | $133,958-58.3% | $112,228-50.2% | $134,475-58.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -14.91% | 47.11%-62.0pp | 27.45%-42.4pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,609 | $4,038-60.2% | $3,635-55.7% | $4,740-66.1% |
| Participant deferral / active EE | $10,361 | $5,291+95.8% | $4,728+119.1% | $6,400+61.9% |
| Admin fee / account holder | $216 | $7,489-97.1% | $6,410-96.6% | $11,426-98.1% |