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 | $124,140 | $142,344-12.8% | $119,609+3.8% | $134,475-7.7% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -17.85% | -12.44%-5.4pp | -14.97%-2.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,789 | $5,222-65.7% | $4,232-57.7% | $4,740-62.3% |
| Participant deferral / active EE | $5,974 | $6,469-7.7% | $5,602+6.6% | $6,400-6.7% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |