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 | $81,042 | $67,411+20.2% | $91,001-10.9% | $70,131+15.6% |
| Participation rate | 59.2% | 71.4%-12.2pp | 75.6%-16.4pp | 69.5%-10.4pp |
| Annual return | 16.18% | -40.16%+56.3pp | 4.60%+11.6pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,150 | $1,786-35.6% | $2,456-53.2% | $2,342-50.9% |
| Participant deferral / active EE | $2,067 | $2,823-26.8% | $3,547-41.7% | $3,332-38.0% |
| Admin fee / account holder | $86 | $4,236-98.0% | $5,417-98.4% | $4,645-98.2% |