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 | $52,971 | $154,117-65.6% | $129,995-59.3% | $139,434-62.0% |
| Participation rate | 64.7% | 82.0%-17.2pp | 78.5%-13.8pp | 80.3%-15.6pp |
| Annual return | 23.88% | 32.48%-8.6pp | -137.18%+161.1pp | 372.94%-349.1pp |
| Employer contribution / active EE | $1,836 | $5,289-65.3% | $4,320-57.5% | $4,751-61.4% |
| Participant deferral / active EE | $3,964 | $6,710-40.9% | $5,820-31.9% | $6,710-40.9% |
| Admin fee / account holder | $175 | $14,007-98.7% | $10,614-98.3% | $11,403-98.5% |