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 6-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 | $122,606 | $105,860+15.8% | $90,749+35.1% | $134,475-8.8% |
| Participation rate | 68.4% | 78.2%-9.8pp | 75.7%-7.3pp | 81.2%-12.8pp |
| Annual return | -17.61% | -11.01%-6.6pp | -12.16%-5.4pp | 417.96%-435.6pp |
| Employer contribution / active EE | $3,544 | $3,462+2.4% | $2,921+21.3% | $4,740-25.2% |
| Participant deferral / active EE | $4,535 | $5,216-13.0% | $4,564-0.6% | $6,400-29.1% |
| Admin fee / account holder | $276 | $13,938-98.0% | $8,445-96.7% | $11,426-97.6% |