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 | $76,908 | $167,307-54.0% | $143,757-46.5% | $134,475-42.8% |
| Participation rate | 69.2% | 84.8%-15.6pp | 80.3%-11.1pp | 81.2%-12.0pp |
| Annual return | -18.36% | 0.46%-18.8pp | -0.04%-18.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $3,952 | $5,619-29.7% | $4,951-20.2% | $4,740-16.6% |
| Participant deferral / active EE | $5,320 | $6,446-17.5% | $5,637-5.6% | $6,400-16.9% |
| Admin fee / account holder | $205 | $18,088-98.9% | $14,673-98.6% | $11,426-98.2% |