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 | $106,316 | $50,958+108.6% | $74,550+42.6% | $64,186+65.6% |
| Participation rate | 67.7% | 61.1%+6.7pp | 69.1%-1.4pp | 69.6%-1.8pp |
| Annual return | -6.54% | -1.86%-4.7pp | 32.53%-39.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,304 | $2,301+43.6% | $3,108+6.3% | $3,470-4.8% |
| Admin fee / account holder | $7 | $4,223-99.8% | $5,060-99.9% | $4,888-99.9% |