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 | $139,718 | $165,335-15.5% | $149,696-6.7% | $158,922-12.1% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 19.09% | 348.15%-329.1pp | 276.60%-257.5pp | 302.83%-283.7pp |
| Employer contribution / active EE | $2,850 | $5,103-44.2% | $4,644-38.6% | $4,761-40.1% |
| Participant deferral / active EE | $7,974 | $7,181+11.0% | $6,842+16.5% | $5,982+33.3% |
| Admin fee / account holder | $224 | $10,807-97.9% | $9,309-97.6% | $11,246-98.0% |