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 | $93,404 | $84,527+10.5% | $67,711+37.9% | $125,391-25.5% |
| Participation rate | 60.0% | 74.8%-14.8pp | 67.5%-7.5pp | 83.2%-23.2pp |
| Annual return | -0.28% | 2.57%-2.9pp | 25.41%-25.7pp | 282.22%-282.5pp |
| Employer contribution / active EE | $1,382 | $3,292-58.0% | $2,559-46.0% | $4,866-71.6% |
| Participant deferral / active EE | $8,005 | $4,429+80.7% | $3,585+123.3% | $5,352+49.6% |
| Admin fee / account holder | $31 | $5,340-99.4% | $4,255-99.3% | $9,540-99.7% |