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 8-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 | $129,315 | $167,484-22.8% | $151,611-14.7% | $134,475-3.8% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | -17.21% | 7.80%-25.0pp | 3.33%-20.5pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,602 | $6,829-76.5% | $6,166-74.0% | $4,740-66.2% |
| Participant deferral / active EE | $8,702 | $8,986-3.2% | $8,363+4.0% | $6,400+36.0% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |