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 | $61,999 | $72,277-14.2% | $101,248-38.8% | $79,858-22.4% |
| Participation rate | 37.0% | 68.5%-31.4pp | 75.8%-38.8pp | 69.6%-32.6pp |
| Annual return | 26.47% | 22.30%+4.2pp | 46.47%-20.0pp | 31.71%-5.2pp |
| Employer contribution / active EE | $1,851 | $2,692-31.2% | $3,660-49.4% | $2,471-25.1% |
| Participant deferral / active EE | $2,917 | $3,282-11.1% | $4,370-33.2% | $3,740-22.0% |
| Admin fee / account holder | $251 | $4,400-94.3% | $5,945-95.8% | $5,306-95.3% |