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 | $98,250 | $163,101-39.8% | $136,749-28.2% | $142,382-31.0% |
| Participation rate | 57.1% | 78.2%-21.1pp | 72.1%-15.0pp | 80.1%-23.0pp |
| Annual return | 17.71% | 27.54%-9.8pp | 24.33%-6.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,376 | $4,117-66.6% | $3,400-59.5% | $4,299-68.0% |
| Participant deferral / active EE | $3,439 | $5,585-38.4% | $4,692-26.7% | $6,507-47.1% |
| Admin fee / account holder | $1 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |