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 | $21,928 | $106,543-79.4% | $91,220-76.0% | $134,475-83.7% |
| Participation rate | 43.8% | 76.8%-33.1pp | 73.2%-29.4pp | 81.2%-37.5pp |
| Annual return | -18.93% | 160.60%-179.5pp | 114.01%-132.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,094 | $3,331-67.2% | $2,850-61.6% | $4,740-76.9% |
| Participant deferral / active EE | $2,100 | $4,719-55.5% | $4,234-50.4% | $6,400-67.2% |
| Admin fee / account holder | $20 | $6,231-99.7% | $5,420-99.6% | $11,426-99.8% |