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 7-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 | $26,876 | $82,664-67.5% | $125,339-78.6% | $68,494-60.8% |
| Participation rate | 41.7% | 75.0%-33.4pp | 82.4%-40.7pp | 67.9%-26.2pp |
| Annual return | -10.45% | -5.97%-4.5pp | 572.05%-582.5pp | -7.84%-2.6pp |
| Employer contribution / active EE | $1,459 | $3,381-56.8% | $4,814-69.7% | $2,596-43.8% |
| Participant deferral / active EE | $4,289 | $6,110-29.8% | $7,446-42.4% | $4,027+6.5% |
| Admin fee / account holder | $13 | $6,275-99.8% | $10,010-99.9% | $5,403-99.8% |