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 | $111,874 | $201,272-44.4% | $184,203-39.3% | $145,922-23.3% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 11.94% | 29.00%-17.1pp | 28.81%-16.9pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,830 | $7,022-59.7% | $6,427-56.0% | $4,660-39.3% |
| Participant deferral / active EE | $5,460 | $9,806-44.3% | $9,131-40.2% | $6,688-18.4% |
| Admin fee / account holder | $238 | $16,364-98.5% | $13,901-98.3% | $13,397-98.2% |