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 | $93,507 | $82,664+13.1% | $125,339-25.4% | $68,494+36.5% |
| Participation rate | 60.5% | 75.0%-14.6pp | 82.4%-21.9pp | 67.9%-7.4pp |
| Annual return | -16.14% | -5.97%-10.2pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $3,850 | $3,381+13.9% | $4,814-20.0% | $2,596+48.3% |
| Participant deferral / active EE | $4,798 | $6,110-21.5% | $7,446-35.6% | $4,027+19.1% |
| Admin fee / account holder | $190 | $6,275-97.0% | $10,010-98.1% | $5,403-96.5% |