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 | $114,841 | $138,065-16.8% | $123,544-7.0% | $135,375-15.2% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -8.18% | 153.68%-161.9pp | 119.20%-127.4pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,914 | $5,151-62.8% | $4,628-58.6% | $4,779-60.0% |
| Participant deferral / active EE | $12,675 | $6,799+86.4% | $6,426+97.3% | $5,609+126.0% |
| Admin fee / account holder | $82 | $10,916-99.3% | $9,284-99.1% | $10,827-99.2% |