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 | $97,301 | $95,193+2.2% | $76,523+27.2% | $135,375-28.1% |
| Participation rate | 42.9% | 74.4%-31.5pp | 68.0%-25.1pp | 82.6%-39.8pp |
| Annual return | -8.78% | 4.85%-13.6pp | -0.27%-8.5pp | 519.73%-528.5pp |
| Employer contribution / active EE | $990 | $3,302-70.0% | $2,647-62.6% | $4,779-79.3% |
| Participant deferral / active EE | $3,087 | $4,639-33.5% | $3,835-19.5% | $5,609-45.0% |
| Admin fee / account holder | $21 | $6,249-99.7% | $4,848-99.6% | $10,827-99.8% |