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 | $203,845 | $167,307+21.8% | $143,757+41.8% | $134,475+51.6% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -14.41% | 0.46%-14.9pp | -0.04%-14.4pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,409 | $5,619-74.9% | $4,951-71.5% | $4,740-70.3% |
| Participant deferral / active EE | $7,512 | $6,446+16.5% | $5,637+33.3% | $6,400+17.4% |
| Admin fee / account holder | -$520 | $18,088-102.9% | $14,673-103.5% | $11,426-104.5% |