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 | $187,607 | $73,867+154.0% | $143,757+30.5% | $68,494+173.9% |
| Participation rate | 60.0% | 66.7%-6.7pp | 80.3%-20.3pp | 67.9%-7.9pp |
| Annual return | -19.12% | 1.01%-20.1pp | -0.04%-19.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,962 | $3,184-38.4% | $4,951-60.4% | $2,596-24.4% |
| Participant deferral / active EE | $6,558 | $3,384+93.8% | $5,637+16.3% | $4,027+62.8% |
| Admin fee / account holder | $6 | $5,755-99.9% | $14,673-100.0% | $5,403-99.9% |