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 | $71,387 | $111,754-36.1% | $103,333-30.9% | $145,922-51.1% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.6pp |
| Annual return | 15.99% | 24.77%-8.8pp | 24.88%-8.9pp | 561.29%-545.3pp |
| Employer contribution / active EE | $1,543 | $4,212-63.4% | $3,868-60.1% | $4,660-66.9% |
| Participant deferral / active EE | $6,593 | $5,619+17.3% | $5,057+30.4% | $6,688-1.4% |
| Admin fee / account holder | $7 | $9,750-99.9% | $8,355-99.9% | $13,397-100.0% |