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 | $39,293 | $181,894-78.4% | $156,549-74.9% | $273,961-85.7% |
| Participation rate | 61.5% | 88.4%-26.8pp | 84.0%-22.5pp | 83.0%-21.5pp |
| Annual return | 10.46% | 30.74%-20.3pp | 32.23%-21.8pp | 41.45%-31.0pp |
| Employer contribution / active EE | $2,059 | $6,248-67.1% | $5,501-62.6% | $4,869-57.7% |
| Participant deferral / active EE | $4,236 | $5,550-23.7% | $4,871-13.0% | $5,287-19.9% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |