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 | $80,992 | $117,381-31.0% | $99,443-18.6% | $152,861-47.0% |
| Participation rate | 42.9% | 77.5%-34.7pp | 73.8%-31.0pp | 82.4%-39.6pp |
| Annual return | 20.35% | 31.87%-11.5pp | 30.72%-10.4pp | 345.32%-325.0pp |
| Employer contribution / active EE | $843 | $3,013-72.0% | $2,540-66.8% | $4,762-82.3% |
| Participant deferral / active EE | $2,568 | $4,086-37.2% | $3,619-29.0% | $5,850-56.1% |
| Admin fee / account holder | $15 | $7,631-99.8% | $6,250-99.8% | $11,596-99.9% |