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 | $82,383 | $57,354+43.6% | $83,848-1.7% | $64,186+28.4% |
| Participation rate | 59.6% | 68.6%-9.0pp | 76.1%-16.6pp | 69.6%-10.0pp |
| Annual return | -1.91% | 11.38%-13.3pp | 850.88%-852.8pp | 7.63%-9.5pp |
| Employer contribution / active EE | $1,865 | $2,545-26.7% | $3,631-48.6% | $2,381-21.7% |
| Participant deferral / active EE | $4,315 | $2,993+44.2% | $4,082+5.7% | $3,470+24.4% |
| Admin fee / account holder | $72 | $4,046-98.2% | $5,478-98.7% | $4,888-98.5% |