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 | $96,527 | $93,024+3.8% | $77,024+25.3% | $134,475-28.2% |
| Participation rate | 55.6% | 74.5%-18.9pp | 67.9%-12.3pp | 81.2%-25.7pp |
| Annual return | -16.67% | 62.60%-79.3pp | 42.32%-59.0pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,757 | $3,418-48.6% | $2,812-37.5% | $4,740-62.9% |
| Participant deferral / active EE | $2,250 | $5,238-57.0% | $4,426-49.2% | $6,400-64.8% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |