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 | $34,464 | $97,044-64.5% | $83,333-58.6% | $135,375-74.5% |
| Participation rate | 64.7% | 80.4%-15.7pp | 77.8%-13.1pp | 82.6%-17.9pp |
| Annual return | -7.60% | 12.31%-19.9pp | 10.63%-18.2pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,784 | $4,143-56.9% | $3,379-47.2% | $4,779-62.7% |
| Participant deferral / active EE | $3,390 | $5,964-43.2% | $5,565-39.1% | $5,609-39.6% |
| Admin fee / account holder | $100 | $8,380-98.8% | $7,510-98.7% | $10,827-99.1% |