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 | $80,565 | $64,707+24.5% | $112,228-28.2% | $68,494+17.6% |
| Participation rate | 61.5% | 67.2%-5.6pp | 75.1%-13.5pp | 67.9%-6.3pp |
| Annual return | -17.53% | -11.40%-6.1pp | 27.45%-45.0pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,599 | $2,746-5.4% | $3,635-28.5% | $2,596+0.1% |
| Participant deferral / active EE | $3,466 | $3,565-2.8% | $4,728-26.7% | $4,027-13.9% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,410-100.0% | $5,403-100.0% |