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 | $51,100 | $165,335-69.1% | $149,696-65.9% | $158,922-67.8% |
| Participation rate | 63.6% | 84.6%-20.9pp | 82.5%-18.8pp | 82.0%-18.3pp |
| Annual return | 19.25% | 348.15%-328.9pp | 276.60%-257.4pp | 302.83%-283.6pp |
| Employer contribution / active EE | $1,869 | $5,103-63.4% | $4,644-59.8% | $4,761-60.8% |
| Participant deferral / active EE | $5,502 | $7,181-23.4% | $6,842-19.6% | $5,982-8.0% |
| Admin fee / account holder | $57 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |