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 | $42,644 | $77,813-45.2% | $123,544-65.5% | $64,186-33.6% |
| Participation rate | 55.6% | 74.7%-19.2pp | 82.3%-26.7pp | 69.6%-14.0pp |
| Annual return | -7.94% | 12.48%-20.4pp | 119.20%-127.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $7,688 | $3,014+155.1% | $4,628+66.1% | $2,381+222.9% |
| Participant deferral / active EE | $5,742 | $5,240+9.6% | $6,426-10.6% | $3,470+65.5% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |