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 | $68,857 | $113,935-39.6% | $94,224-26.9% | $125,391-45.1% |
| Participation rate | 21.4% | 82.9%-61.5pp | 78.8%-57.3pp | 83.2%-61.8pp |
| Annual return | 1.78% | 5.29%-3.5pp | 10.68%-8.9pp | 282.22%-280.4pp |
| Employer contribution / active EE | $896 | $4,727-81.0% | $3,587-75.0% | $4,866-81.6% |
| Participant deferral / active EE | $1,855 | $5,179-64.2% | $4,320-57.1% | $5,352-65.3% |
| Admin fee / account holder | -$11 | $8,391-100.1% | $6,269-100.2% | $9,540-100.1% |