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 | $68,032 | $127,386-46.6% | $115,037-40.9% | $125,391-45.7% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | 0.78% | 31.28%-30.5pp | 26.14%-25.4pp | 282.22%-281.4pp |
| Employer contribution / active EE | $2,119 | $5,166-59.0% | $4,608-54.0% | $4,866-56.5% |
| Participant deferral / active EE | $3,507 | $6,423-45.4% | $6,026-41.8% | $5,352-34.5% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |