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 | $95,259 | $142,405-33.1% | $115,157-17.3% | $152,861-37.7% |
| Participation rate | 54.5% | 82.4%-27.8pp | 75.9%-21.4pp | 82.4%-27.9pp |
| Annual return | 21.84% | 41.48%-19.6pp | 35.60%-13.8pp | 345.32%-323.5pp |
| Employer contribution / active EE | $806 | $4,010-79.9% | $3,179-74.6% | $4,762-83.1% |
| Participant deferral / active EE | $1,679 | $5,164-67.5% | $4,168-59.7% | $5,850-71.3% |
| Admin fee / account holder | $163 | $8,462-98.1% | $7,088-97.7% | $11,596-98.6% |