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 9-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 | $40,838 | $100,754-59.5% | $86,677-52.9% | $134,475-69.6% |
| Participation rate | 60.0% | 78.9%-18.9pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | -0.12% | 29.04%-29.2pp | 35.91%-36.0pp | 417.96%-418.1pp |
| Employer contribution / active EE | $4,847 | $3,489+38.9% | $2,836+70.9% | $4,740+2.3% |
| Participant deferral / active EE | $13,381 | $5,338+150.7% | $4,656+187.4% | $6,400+109.1% |
| Admin fee / account holder | $10 | $10,926-99.9% | $7,493-99.9% | $11,426-99.9% |