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 | $109,789 | $127,777-14.1% | $106,548+3.0% | $167,490-34.5% |
| Participation rate | 42.9% | 78.3%-35.4pp | 76.1%-33.3pp | 82.1%-39.2pp |
| Annual return | 14.05% | 33.87%-19.8pp | 26.80%-12.8pp | 478.56%-464.5pp |
| Employer contribution / active EE | $615 | $3,427-82.1% | $2,819-78.2% | $4,837-87.3% |
| Participant deferral / active EE | $2,620 | $5,087-48.5% | $4,398-40.4% | $6,341-58.7% |
| Admin fee / account holder | $217 | $11,228-98.1% | $7,407-97.1% | $12,309-98.2% |