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 | $98,051 | $95,193+3.0% | $76,523+28.1% | $135,375-27.6% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -5.43% | 4.85%-10.3pp | -0.27%-5.2pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,266 | $3,302-31.4% | $2,647-14.4% | $4,779-52.6% |
| Participant deferral / active EE | $6,790 | $4,639+46.4% | $3,835+77.0% | $5,609+21.1% |
| Admin fee / account holder | $218 | $6,249-96.5% | $4,848-95.5% | $10,827-98.0% |