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 | $158,446 | $167,307-5.3% | $143,757+10.2% | $134,475+17.8% |
| Participation rate | 63.6% | 84.8%-21.2pp | 80.3%-16.7pp | 81.2%-17.6pp |
| Annual return | -14.05% | 0.46%-14.5pp | -0.04%-14.0pp | 417.96%-432.0pp |
| Employer contribution / active EE | $2,027 | $5,619-63.9% | $4,951-59.1% | $4,740-57.2% |
| Participant deferral / active EE | $4,233 | $6,446-34.3% | $5,637-24.9% | $6,400-33.9% |
| Admin fee / account holder | $184 | $18,088-99.0% | $14,673-98.7% | $11,426-98.4% |