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 | $69,293 | $112,881-38.6% | $90,951-23.8% | $158,922-56.4% |
| Participation rate | 25.0% | 74.7%-49.7pp | 69.0%-44.0pp | 82.0%-57.0pp |
| Annual return | 19.75% | 215.79%-196.0pp | 134.60%-114.8pp | 302.83%-283.1pp |
| Employer contribution / active EE | $1,041 | $2,893-64.0% | $2,122-51.0% | $4,761-78.1% |
| Participant deferral / active EE | $2,268 | $4,128-45.0% | $3,373-32.8% | $5,982-62.1% |
| Admin fee / account holder | $10 | $8,041-99.9% | $5,959-99.8% | $11,246-99.9% |