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 | $97,092 | $95,193+2.0% | $76,523+26.9% | $135,375-28.3% |
| Participation rate | 62.5% | 74.4%-11.9pp | 68.0%-5.5pp | 82.6%-20.1pp |
| Annual return | -6.26% | 4.85%-11.1pp | -0.27%-6.0pp | 519.73%-526.0pp |
| Employer contribution / active EE | $209 | $3,302-93.7% | $2,647-92.1% | $4,779-95.6% |
| Participant deferral / active EE | $6,332 | $4,639+36.5% | $3,835+65.1% | $5,609+12.9% |
| Admin fee / account holder | $62 | $6,249-99.0% | $4,848-98.7% | $10,827-99.4% |