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 | $128,394 | $165,335-22.3% | $149,696-14.2% | $158,922-19.2% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 18.42% | 348.15%-329.7pp | 276.60%-258.2pp | 302.83%-284.4pp |
| Employer contribution / active EE | $1,126 | $5,103-77.9% | $4,644-75.7% | $4,761-76.3% |
| Participant deferral / active EE | $2,753 | $7,181-61.7% | $6,842-59.8% | $5,982-54.0% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |