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 | $41,649 | $98,240-57.6% | $82,313-49.4% | $147,584-71.8% |
| Participation rate | 68.8% | 79.7%-11.0pp | 76.9%-8.1pp | 82.8%-14.1pp |
| Annual return | 23.99% | 30.85%-6.9pp | 25.88%-1.9pp | 578.55%-554.6pp |
| Employer contribution / active EE | $2,426 | $3,192-24.0% | $2,428-0.1% | $4,876-50.2% |
| Participant deferral / active EE | $3,806 | $4,383-13.2% | $3,706+2.7% | $5,439-30.0% |
| Admin fee / account holder | $35 | $8,563-99.6% | $5,608-99.4% | $10,885-99.7% |