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 | $135,098 | $183,519-26.4% | $155,509-13.1% | $145,922-7.4% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 12.73% | 61.17%-48.4pp | 64.67%-51.9pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,301 | $5,313-75.5% | $4,672-72.2% | $4,660-72.1% |
| Participant deferral / active EE | $4,285 | $6,462-33.7% | $5,626-23.8% | $6,688-35.9% |
| Admin fee / account holder | $297 | $19,313-98.5% | $15,912-98.1% | $13,397-97.8% |