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 | $78,114 | $49,177+58.8% | $79,464-1.7% | $64,186+21.7% |
| Participation rate | 24.1% | 65.0%-40.9pp | 73.3%-49.2pp | 69.6%-45.4pp |
| Annual return | -7.92% | -1.16%-6.8pp | 718.14%-726.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,257 | $2,076-39.5% | $2,800-55.1% | $2,381-47.2% |
| Participant deferral / active EE | $2,511 | $2,821-11.0% | $3,704-32.2% | $3,470-27.6% |
| Admin fee / account holder | $59 | $3,839-98.5% | $5,113-98.9% | $4,888-98.8% |