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 | $79,726 | $127,065-37.3% | $113,168-29.6% | $142,382-44.0% |
| Participation rate | 46.2% | 79.2%-33.1pp | 76.6%-30.4pp | 80.1%-34.0pp |
| Annual return | 13.87% | 24.03%-10.2pp | 24.27%-10.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,377 | $3,442-60.0% | $2,975-53.7% | $4,299-68.0% |
| Participant deferral / active EE | $3,788 | $5,716-33.7% | $5,107-25.8% | $6,507-41.8% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |