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 | $103,268 | $61,660+67.5% | $80,019+29.1% | $64,186+60.9% |
| Participation rate | 66.7% | 71.7%-5.0pp | 75.8%-9.2pp | 69.6%-2.9pp |
| Annual return | -5.40% | -0.33%-5.1pp | 11.22%-16.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,319 | $1,810-27.1% | $2,468-46.5% | $2,381-44.6% |
| Participant deferral / active EE | $4,083 | $2,968+37.6% | $3,686+10.8% | $3,470+17.7% |
| Admin fee / account holder | $3 | $5,417-99.9% | $6,521-100.0% | $4,888-99.9% |