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 | $59,585 | $79,449-25.0% | $189,557-68.6% | $85,850-30.6% |
| Participation rate | 45.2% | 66.0%-20.7pp | 78.4%-33.2pp | 69.3%-24.1pp |
| Annual return | 14.65% | 18.45%-3.8pp | 64.17%-49.5pp | 318.53%-303.9pp |
| Employer contribution / active EE | $796 | $2,081-61.7% | $4,412-82.0% | $2,565-69.0% |
| Participant deferral / active EE | $1,709 | $4,051-57.8% | $6,174-72.3% | $3,952-56.8% |
| Admin fee / account holder | $180 | $5,377-96.7% | $9,807-98.2% | $6,260-97.1% |