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 | $91,090 | $124,319-26.7% | $111,297-18.2% | $167,490-45.6% |
| Participation rate | 66.7% | 79.6%-12.9pp | 77.3%-10.6pp | 82.1%-15.4pp |
| Annual return | 20.97% | 37.44%-16.5pp | 54.65%-33.7pp | 478.56%-457.6pp |
| Employer contribution / active EE | $3,107 | $3,435-9.6% | $2,731+13.8% | $4,837-35.8% |
| Participant deferral / active EE | $7,105 | $5,180+37.2% | $4,487+58.3% | $6,341+12.0% |
| Admin fee / account holder | $51 | $10,618-99.5% | $7,964-99.4% | $12,309-99.6% |