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 | $63,271 | $114,381-44.7% | $107,525-41.2% | $142,382-55.6% |
| Participation rate | 69.6% | 78.1%-8.6pp | 75.1%-5.5pp | 80.1%-10.6pp |
| Annual return | 12.45% | 242.71%-230.3pp | 181.32%-168.9pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,059 | $4,015-48.7% | $3,754-45.1% | $4,299-52.1% |
| Participant deferral / active EE | $4,384 | $5,564-21.2% | $5,116-14.3% | $6,507-32.6% |
| Admin fee / account holder | $250 | $9,860-97.5% | $8,919-97.2% | $12,624-98.0% |