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 | $70,880 | $105,859-33.0% | $90,160-21.4% | $147,584-52.0% |
| Participation rate | 59.1% | 79.7%-20.6pp | 76.9%-17.8pp | 82.8%-23.7pp |
| Annual return | 10.72% | 37.63%-26.9pp | 34.88%-24.2pp | 578.55%-567.8pp |
| Employer contribution / active EE | $913 | $4,126-77.9% | $3,318-72.5% | $4,876-81.3% |
| Participant deferral / active EE | $2,767 | $5,733-51.7% | $5,288-47.7% | $5,439-49.1% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |