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 7-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 | $83,769 | $62,586+33.8% | $76,768+9.1% | $64,186+30.5% |
| Participation rate | 3.8% | 72.8%-69.0pp | 77.0%-73.1pp | 69.6%-65.7pp |
| Annual return | 0.00% | -1.95%+1.9pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,347 | $1,832+28.1% | $2,485-5.5% | $2,381-1.4% |
| Participant deferral / active EE | $4,290 | $3,145+36.4% | $3,852+11.4% | $3,470+23.7% |
| Admin fee / account holder | $298 | $4,667-93.6% | $6,675-95.5% | $4,888-93.9% |