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 | $28,811 | $158,817-81.9% | $121,196-76.2% | $135,375-78.7% |
| Participation rate | 50.0% | 79.3%-29.3pp | 71.7%-21.7pp | 82.6%-32.6pp |
| Annual return | -7.08% | -0.64%-6.4pp | 16.93%-24.0pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,019 | $5,665-82.0% | $4,022-74.7% | $4,779-78.7% |
| Participant deferral / active EE | $4,601 | $4,005+14.9% | $3,344+37.6% | $5,609-18.0% |
| Admin fee / account holder | $85 | $6,512-98.7% | $5,019-98.3% | $10,827-99.2% |