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 | $92,422 | $95,862-3.6% | $79,550+16.2% | $134,475-31.3% |
| Participation rate | 57.9% | 75.0%-17.1pp | 69.5%-11.6pp | 81.2%-23.3pp |
| Annual return | 1.66% | -2.69%+4.4pp | 0.16%+1.5pp | 417.96%-416.3pp |
| Employer contribution / active EE | $1,067 | $3,128-65.9% | $2,413-55.8% | $4,740-77.5% |
| Participant deferral / active EE | $2,291 | $4,693-51.2% | $3,985-42.5% | $6,400-64.2% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |