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 | $100,367 | $106,515-5.8% | $96,683+3.8% | $139,434-28.0% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 17.31% | 38.43%-21.1pp | 35.69%-18.4pp | 372.94%-355.6pp |
| Employer contribution / active EE | $3,023 | $4,103-26.3% | $3,737-19.1% | $4,751-36.4% |
| Participant deferral / active EE | $5,465 | $5,454+0.2% | $4,878+12.0% | $6,710-18.6% |
| Admin fee / account holder | $45 | $7,877-99.4% | $6,730-99.3% | $11,403-99.6% |