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 | $94,470 | $92,222+2.4% | $76,768+23.1% | $135,375-30.2% |
| Participation rate | 58.8% | 79.8%-20.9pp | 77.0%-18.1pp | 82.6%-23.8pp |
| Annual return | -6.49% | 5.46%-11.9pp | 2.43%-8.9pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,777 | $3,216-44.7% | $2,485-28.5% | $4,779-62.8% |
| Participant deferral / active EE | $4,849 | $4,509+7.5% | $3,852+25.9% | $5,609-13.5% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |