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 | $56,430 | $99,918-43.5% | $81,382-30.7% | $145,922-61.3% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.5%-44.5pp | 80.3%-55.3pp |
| Annual return | 10.60% | 34.32%-23.7pp | 24.73%-14.1pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,035 | $2,978-65.2% | $2,463-58.0% | $4,660-77.8% |
| Participant deferral / active EE | $2,302 | $4,605-50.0% | $3,883-40.7% | $6,688-65.6% |
| Admin fee / account holder | $217 | $8,212-97.4% | $5,768-96.2% | $13,397-98.4% |