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 6-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 | $31,223 | $93,024-66.4% | $77,024-59.5% | $134,475-76.8% |
| Participation rate | 16.7% | 74.5%-57.8pp | 67.9%-51.2pp | 81.2%-64.6pp |
| Annual return | -20.35% | 62.60%-82.9pp | 42.32%-62.7pp | 417.96%-438.3pp |
| Employer contribution / active EE | $700 | $3,418-79.5% | $2,812-75.1% | $4,740-85.2% |
| Participant deferral / active EE | $1,408 | $5,238-73.1% | $4,426-68.2% | $6,400-78.0% |
| Admin fee / account holder | $116 | $6,944-98.3% | $5,425-97.9% | $11,426-99.0% |