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 | $56,800 | $176,812-67.9% | $146,665-61.3% | $167,490-66.1% |
| Participation rate | 64.7% | 83.6%-18.9pp | 80.1%-15.4pp | 82.1%-17.4pp |
| Annual return | 13.66% | 24.03%-10.4pp | 22.74%-9.1pp | 478.56%-464.9pp |
| Employer contribution / active EE | $1,791 | $5,160-65.3% | $4,136-56.7% | $4,837-63.0% |
| Participant deferral / active EE | $3,347 | $6,440-48.0% | $5,506-39.2% | $6,341-47.2% |
| Admin fee / account holder | $170 | $13,259-98.7% | $10,280-98.3% | $12,309-98.6% |