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 | $79,036 | $106,515-25.8% | $96,683-18.3% | $139,434-43.3% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 20.43% | 38.43%-18.0pp | 35.69%-15.3pp | 372.94%-352.5pp |
| Employer contribution / active EE | $1,210 | $4,103-70.5% | $3,737-67.6% | $4,751-74.5% |
| Participant deferral / active EE | $2,828 | $5,454-48.1% | $4,878-42.0% | $6,710-57.9% |
| Admin fee / account holder | $24 | $7,877-99.7% | $6,730-99.6% | $11,403-99.8% |