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 | $42,822 | $92,222-53.6% | $76,768-44.2% | $135,375-68.4% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | 10.90% | 5.46%+5.4pp | 2.43%+8.5pp | 519.73%-508.8pp |
| Employer contribution / active EE | $1,308 | $3,216-59.3% | $2,485-47.4% | $4,779-72.6% |
| Participant deferral / active EE | $3,826 | $4,509-15.2% | $3,852-0.7% | $5,609-31.8% |
| Admin fee / account holder | $187 | $10,748-98.3% | $6,675-97.2% | $10,827-98.3% |