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 | $52,599 | $113,339-53.6% | $94,993-44.6% | $147,584-64.4% |
| Participation rate | 68.8% | 78.0%-9.2pp | 73.9%-5.1pp | 82.8%-14.1pp |
| Annual return | 20.66% | 20.77%-0.1pp | 27.12%-6.5pp | 578.55%-557.9pp |
| Employer contribution / active EE | $3,073 | $3,160-2.8% | $2,603+18.0% | $4,876-37.0% |
| Participant deferral / active EE | $6,353 | $3,777+68.2% | $3,317+91.5% | $5,439+16.8% |
| Admin fee / account holder | $218 | $6,063-96.4% | $4,960-95.6% | $10,885-98.0% |