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 6-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 | $105,226 | $87,540+20.2% | $75,781+38.9% | $125,391-16.1% |
| Participation rate | 28.6% | 80.2%-51.6pp | 75.8%-47.2pp | 83.2%-54.6pp |
| Annual return | -1.94% | 13.48%-15.4pp | 9.68%-11.6pp | 282.22%-284.2pp |
| Employer contribution / active EE | $1,309 | $3,930-66.7% | $3,323-60.6% | $4,866-73.1% |
| Participant deferral / active EE | $2,909 | $4,229-31.2% | $3,651-20.3% | $5,352-45.6% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |