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 | $97,489 | $114,381-14.8% | $107,525-9.3% | $142,382-31.5% |
| Participation rate | 36.4% | 78.1%-41.8pp | 75.1%-38.7pp | 80.1%-43.8pp |
| Annual return | 19.94% | 242.71%-222.8pp | 181.32%-161.4pp | 217.08%-197.1pp |
| Employer contribution / active EE | $990 | $4,015-75.4% | $3,754-73.6% | $4,299-77.0% |
| Participant deferral / active EE | $2,354 | $5,564-57.7% | $5,116-54.0% | $6,507-63.8% |
| Admin fee / account holder | -$30 | $9,860-100.3% | $8,919-100.3% | $12,624-100.2% |