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 | $86,732 | $85,790+1.1% | $67,313+28.8% | $135,375-35.9% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.1%-2.4pp | 82.6%-16.0pp |
| Annual return | -6.17% | -0.54%-5.6pp | -4.08%-2.1pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,590 | $3,487-54.4% | $2,566-38.0% | $4,779-66.7% |
| Participant deferral / active EE | $4,410 | $4,651-5.2% | $3,568+23.6% | $5,609-21.4% |
| Admin fee / account holder | $98 | $6,392-98.5% | $4,507-97.8% | $10,827-99.1% |