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 | $59,874 | $95,193-37.1% | $76,523-21.8% | $135,375-55.8% |
| Participation rate | 68.4% | 74.4%-6.0pp | 68.0%+0.4pp | 82.6%-14.2pp |
| Annual return | -7.24% | 4.85%-12.1pp | -0.27%-7.0pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,911 | $3,302-42.1% | $2,647-27.8% | $4,779-60.0% |
| Participant deferral / active EE | $5,242 | $4,639+13.0% | $3,835+36.7% | $5,609-6.5% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |