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 | $84,907 | $69,515+22.1% | $86,874-2.3% | $85,850-1.1% |
| Participation rate | 33.3% | 66.3%-33.0pp | 71.6%-38.3pp | 69.3%-36.0pp |
| Annual return | 15.91% | 20.12%-4.2pp | 63.52%-47.6pp | 318.53%-302.6pp |
| Employer contribution / active EE | $520 | $1,880-72.3% | $2,495-79.2% | $2,565-79.7% |
| Participant deferral / active EE | $2,232 | $2,919-23.5% | $3,699-39.6% | $3,952-43.5% |
| Admin fee / account holder | $256 | $5,972-95.7% | $5,828-95.6% | $6,260-95.9% |