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 | $151,588 | $99,032+53.1% | $80,019+89.4% | $135,375+12.0% |
| Participation rate | 69.2% | 78.4%-9.1pp | 75.8%-6.6pp | 82.6%-13.4pp |
| Annual return | -8.17% | 15.39%-23.6pp | 11.22%-19.4pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,106 | $3,043-30.8% | $2,468-14.7% | $4,779-55.9% |
| Participant deferral / active EE | $3,838 | $4,282-10.4% | $3,686+4.1% | $5,609-31.6% |
| Admin fee / account holder | $22 | $10,436-99.8% | $6,521-99.7% | $10,827-99.8% |