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 | $99,077 | $158,817-37.6% | $121,196-18.3% | $135,375-26.8% |
| Participation rate | 26.3% | 79.3%-53.0pp | 71.7%-45.4pp | 82.6%-56.3pp |
| Annual return | -8.51% | -0.64%-7.9pp | 16.93%-25.4pp | 519.73%-528.2pp |
| Employer contribution / active EE | $855 | $5,665-84.9% | $4,022-78.7% | $4,779-82.1% |
| Participant deferral / active EE | $857 | $4,005-78.6% | $3,344-74.4% | $5,609-84.7% |
| Admin fee / account holder | $6 | $6,512-99.9% | $5,019-99.9% | $10,827-99.9% |