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 | $66,737 | $131,829-49.4% | $108,579-38.5% | $273,961-75.6% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 4.94% | -91.57%+96.5pp | -51.70%+56.6pp | 41.45%-36.5pp |
| Employer contribution / active EE | $976 | $4,912-80.1% | $3,758-74.0% | $4,869-80.0% |
| Participant deferral / active EE | $2,058 | $5,127-59.9% | $4,311-52.3% | $5,287-61.1% |
| Admin fee / account holder | $75 | $10,252-99.3% | $7,645-99.0% | $10,132-99.3% |