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 | $32,670 | $104,664-68.8% | $85,682-61.9% | $167,490-80.5% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.9%-3.2pp | 82.1%-15.4pp |
| Annual return | 10.40% | 21.45%-11.0pp | 21.49%-11.1pp | 478.56%-468.2pp |
| Employer contribution / active EE | $682 | $3,337-79.6% | $2,618-74.0% | $4,837-85.9% |
| Participant deferral / active EE | $2,080 | $4,824-56.9% | $3,923-47.0% | $6,341-67.2% |
| Admin fee / account holder | $2 | $10,032-100.0% | $6,873-100.0% | $12,309-100.0% |