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 | $195,136 | $167,484+16.5% | $151,611+28.7% | $134,475+45.1% |
| Participation rate | 25.0% | 88.4%-63.4pp | 87.5%-62.5pp | 81.2%-56.2pp |
| Annual return | -10.94% | 7.80%-18.7pp | 3.33%-14.3pp | 417.96%-428.9pp |
| Employer contribution / active EE | $1,805 | $6,829-73.6% | $6,166-70.7% | $4,740-61.9% |
| Participant deferral / active EE | $5,938 | $8,986-33.9% | $8,363-29.0% | $6,400-7.2% |
| Admin fee / account holder | $7 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |