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 | $19,251 | $90,600-78.8% | $79,464-75.8% | $135,375-85.8% |
| Participation rate | 47.1% | 76.0%-29.0pp | 73.3%-26.3pp | 82.6%-35.6pp |
| Annual return | -6.43% | 977.43%-983.9pp | 718.14%-724.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,142 | $3,068-62.8% | $2,800-59.2% | $4,779-76.1% |
| Participant deferral / active EE | $1,142 | $4,050-71.8% | $3,704-69.2% | $5,609-79.6% |
| Admin fee / account holder | $15 | $5,907-99.7% | $5,113-99.7% | $10,827-99.9% |