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 | $114,966 | $167,307-31.3% | $143,757-20.0% | $134,475-14.5% |
| Participation rate | 45.5% | 84.8%-39.4pp | 80.3%-34.9pp | 81.2%-35.8pp |
| Annual return | -11.80% | 0.46%-12.3pp | -0.04%-11.8pp | 417.96%-429.8pp |
| Employer contribution / active EE | $2,259 | $5,619-59.8% | $4,951-54.4% | $4,740-52.3% |
| Participant deferral / active EE | $5,315 | $6,446-17.5% | $5,637-5.7% | $6,400-17.0% |
| Admin fee / account holder | $277 | $18,088-98.5% | $14,673-98.1% | $11,426-97.6% |