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 | $69,258 | $124,281-44.3% | $109,143-36.5% | $167,490-58.6% |
| Participation rate | 63.6% | 79.4%-15.8pp | 75.9%-12.2pp | 82.1%-18.5pp |
| Annual return | 15.71% | 26.04%-10.3pp | 25.75%-10.0pp | 478.56%-462.8pp |
| Employer contribution / active EE | $2,681 | $4,207-36.3% | $3,722-28.0% | $4,837-44.6% |
| Participant deferral / active EE | $4,325 | $5,255-17.7% | $4,653-7.1% | $6,341-31.8% |
| Admin fee / account holder | $3 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |