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 | $133,771 | $95,862+39.5% | $79,550+68.2% | $134,475-0.5% |
| Participation rate | 62.5% | 75.0%-12.5pp | 69.5%-7.0pp | 81.2%-18.7pp |
| Annual return | -6.51% | -2.69%-3.8pp | 0.16%-6.7pp | 417.96%-424.5pp |
| Employer contribution / active EE | $1,834 | $3,128-41.4% | $2,413-24.0% | $4,740-61.3% |
| Participant deferral / active EE | $3,352 | $4,693-28.6% | $3,985-15.9% | $6,400-47.6% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |