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 | $101,291 | $124,319-18.5% | $111,297-9.0% | $167,490-39.5% |
| Participation rate | 66.7% | 79.6%-12.9pp | 77.3%-10.6pp | 82.1%-15.4pp |
| Annual return | 11.28% | 37.44%-26.2pp | 54.65%-43.4pp | 478.56%-467.3pp |
| Employer contribution / active EE | $1,494 | $3,435-56.5% | $2,731-45.3% | $4,837-69.1% |
| Participant deferral / active EE | $4,048 | $5,180-21.9% | $4,487-9.8% | $6,341-36.2% |
| Admin fee / account holder | $273 | $10,618-97.4% | $7,964-96.6% | $12,309-97.8% |