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 | $91,529 | $167,307-45.3% | $143,757-36.3% | $134,475-31.9% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -19.57% | 0.46%-20.0pp | -0.04%-19.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $3,231 | $5,619-42.5% | $4,951-34.7% | $4,740-31.8% |
| Participant deferral / active EE | $5,206 | $6,446-19.2% | $5,637-7.6% | $6,400-18.7% |
| Admin fee / account holder | -$110 | $18,088-100.6% | $14,673-100.8% | $11,426-101.0% |