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 | $64,004 | $117,983-45.8% | $101,794-37.1% | $142,382-55.0% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 21.36% | 36.92%-15.6pp | 30.53%-9.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,412 | $2,773-49.1% | $2,289-38.3% | $4,299-67.2% |
| Participant deferral / active EE | $4,605 | $4,714-2.3% | $4,084+12.7% | $6,507-29.2% |
| Admin fee / account holder | $11 | $10,433-99.9% | $8,777-99.9% | $12,624-99.9% |