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 | $60,164 | $66,402-9.4% | $109,895-45.3% | $85,850-29.9% |
| Participation rate | 47.3% | 63.9%-16.6pp | 74.2%-26.9pp | 69.3%-22.0pp |
| Annual return | 13.09% | 19.59%-6.5pp | 29.45%-16.4pp | 318.53%-305.4pp |
| Employer contribution / active EE | $708 | $1,687-58.0% | $2,842-75.1% | $2,565-72.4% |
| Participant deferral / active EE | $1,743 | $2,842-38.7% | $4,048-56.9% | $3,952-55.9% |
| Admin fee / account holder | $275 | $4,557-94.0% | $6,066-95.5% | $6,260-95.6% |