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 | $107,396 | $165,335-35.0% | $149,696-28.3% | $158,922-32.4% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 26.22% | 348.15%-321.9pp | 276.60%-250.4pp | 302.83%-276.6pp |
| Employer contribution / active EE | $2,494 | $5,103-51.1% | $4,644-46.3% | $4,761-47.6% |
| Participant deferral / active EE | $3,750 | $7,181-47.8% | $6,842-45.2% | $5,982-37.3% |
| Admin fee / account holder | $157 | $10,807-98.5% | $9,309-98.3% | $11,246-98.6% |