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 | $98,129 | $117,841-16.7% | $102,423-4.2% | $145,922-32.8% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 10.38% | 31.65%-21.3pp | 29.32%-18.9pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,270 | $3,615-64.9% | $3,023-58.0% | $4,660-72.7% |
| Participant deferral / active EE | $4,100 | $5,731-28.4% | $5,053-18.8% | $6,688-38.7% |
| Admin fee / account holder | $125 | $13,326-99.1% | $9,451-98.7% | $13,397-99.1% |