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 | $81,854 | $87,705-6.7% | $63,517+28.9% | $125,391-34.7% |
| Participation rate | 33.3% | 77.0%-43.7pp | 71.0%-37.7pp | 83.2%-49.9pp |
| Annual return | 3.56% | 21.70%-18.1pp | -70.30%+73.9pp | 282.22%-278.7pp |
| Employer contribution / active EE | $1,264 | $3,601-64.9% | $2,322-45.5% | $4,866-74.0% |
| Participant deferral / active EE | $2,621 | $3,939-33.5% | $2,953-11.3% | $5,352-51.0% |
| Admin fee / account holder | $49 | $11,948-99.6% | $5,892-99.2% | $9,540-99.5% |