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 | $79,503 | $107,791-26.2% | $90,645-12.3% | $135,375-41.3% |
| Participation rate | 40.0% | 78.0%-38.0pp | 74.0%-34.0pp | 82.6%-42.6pp |
| Annual return | -7.88% | -0.90%-7.0pp | 1.88%-9.8pp | 519.73%-527.6pp |
| Employer contribution / active EE | $6,999 | $3,018+131.9% | $2,532+176.4% | $4,779+46.5% |
| Participant deferral / active EE | $7,660 | $3,872+97.8% | $3,425+123.7% | $5,609+36.6% |
| Admin fee / account holder | $140 | $5,930-97.6% | $4,994-97.2% | $10,827-98.7% |