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 | $92,939 | $85,790+8.3% | $67,313+38.1% | $135,375-31.3% |
| Participation rate | 30.4% | 76.5%-46.0pp | 69.1%-38.6pp | 82.6%-52.2pp |
| Annual return | 3.49% | -0.54%+4.0pp | -4.08%+7.6pp | 519.73%-516.2pp |
| Employer contribution / active EE | $490 | $3,487-85.9% | $2,566-80.9% | $4,779-89.7% |
| Participant deferral / active EE | $2,714 | $4,651-41.6% | $3,568-23.9% | $5,609-51.6% |
| Admin fee / account holder | $38 | $6,392-99.4% | $4,507-99.2% | $10,827-99.6% |