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 | $88,814 | $104,974-15.4% | $95,585-7.1% | $142,382-37.6% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 12.86% | 210.33%-197.5pp | 38.56%-25.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $779 | $2,779-72.0% | $2,527-69.2% | $4,299-81.9% |
| Participant deferral / active EE | $3,852 | $4,352-11.5% | $4,023-4.3% | $6,507-40.8% |
| Admin fee / account holder | $1 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |