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 | $82,938 | $46,674+77.7% | $117,472-29.4% | $68,494+21.1% |
| Participation rate | 69.0% | 56.8%+12.2pp | 70.6%-1.6pp | 67.9%+1.1pp |
| Annual return | -17.47% | -14.52%-3.0pp | 29.74%-47.2pp | -7.84%-9.6pp |
| Employer contribution / active EE | $941 | $1,505-37.5% | $4,176-77.5% | $2,596-63.8% |
| Participant deferral / active EE | $5,465 | $2,636+107.3% | $4,070+34.3% | $4,027+35.7% |
| Admin fee / account holder | $16 | $4,020-99.6% | $5,645-99.7% | $5,403-99.7% |