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 | $97,657 | $110,261-11.4% | $95,745+2.0% | $139,434-30.0% |
| Participation rate | 40.0% | 75.8%-35.8pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 13.53% | 27.11%-13.6pp | 28.35%-14.8pp | 372.94%-359.4pp |
| Employer contribution / active EE | $2,089 | $3,257-35.9% | $2,835-26.3% | $4,751-56.0% |
| Participant deferral / active EE | $11,570 | $4,676+147.5% | $4,245+172.6% | $6,710+72.4% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |