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 | $19,218 | $75,828-74.7% | $147,614-87.0% | $59,632-67.8% |
| Participation rate | 68.0% | 71.6%-3.6pp | 84.6%-16.6pp | 68.7%-0.7pp |
| Annual return | -0.84% | 0.37%-1.2pp | 61.98%-62.8pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $1,295 | $3,485-62.8% | $5,564-76.7% | $2,203-41.2% |
| Participant deferral / active EE | $3,341 | $3,130+6.7% | $4,895-31.8% | $3,192+4.7% |
| Admin fee / account holder | $164 | $5,985-97.3% | $11,611-98.6% | $4,297-96.2% |