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 | $29,554 | $93,024-68.2% | $77,024-61.6% | $134,475-78.0% |
| Participation rate | 57.1% | 74.5%-17.3pp | 67.9%-10.8pp | 81.2%-24.1pp |
| Annual return | -19.23% | 62.60%-81.8pp | 42.32%-61.5pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,186 | $3,418-36.0% | $2,812-22.3% | $4,740-53.9% |
| Participant deferral / active EE | $4,050 | $5,238-22.7% | $4,426-8.5% | $6,400-36.7% |
| Admin fee / account holder | $119 | $6,944-98.3% | $5,425-97.8% | $11,426-99.0% |