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 | $54,441 | $124,281-56.2% | $109,143-50.1% | $167,490-67.5% |
| Participation rate | 68.8% | 79.4%-10.7pp | 75.9%-7.1pp | 82.1%-13.4pp |
| Annual return | 14.16% | 26.04%-11.9pp | 25.75%-11.6pp | 478.56%-464.4pp |
| Employer contribution / active EE | $1,466 | $4,207-65.2% | $3,722-60.6% | $4,837-69.7% |
| Participant deferral / active EE | $2,577 | $5,255-51.0% | $4,653-44.6% | $6,341-59.4% |
| Admin fee / account holder | $22 | $7,970-99.7% | $6,752-99.7% | $12,309-99.8% |