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 | $54,259 | $167,307-67.6% | $143,757-62.3% | $134,475-59.7% |
| Participation rate | 68.2% | 84.8%-16.6pp | 80.3%-12.1pp | 81.2%-13.0pp |
| Annual return | -14.41% | 0.46%-14.9pp | -0.04%-14.4pp | 417.96%-432.4pp |
| Employer contribution / active EE | $2,910 | $5,619-48.2% | $4,951-41.2% | $4,740-38.6% |
| Participant deferral / active EE | $6,862 | $6,446+6.5% | $5,637+21.7% | $6,400+7.2% |
| Admin fee / account holder | $274 | $18,088-98.5% | $14,673-98.1% | $11,426-97.6% |