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 | $102,278 | $124,281-17.7% | $109,143-6.3% | $167,490-38.9% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 14.62% | 26.04%-11.4pp | 25.75%-11.1pp | 478.56%-463.9pp |
| Employer contribution / active EE | $842 | $4,207-80.0% | $3,722-77.4% | $4,837-82.6% |
| Participant deferral / active EE | $7,983 | $5,255+51.9% | $4,653+71.6% | $6,341+25.9% |
| Admin fee / account holder | $24 | $7,970-99.7% | $6,752-99.6% | $12,309-99.8% |