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 | $68,573 | $74,888-8.4% | $71,209-3.7% | $142,382-51.8% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 18.83% | 345.14%-326.3pp | 282.51%-263.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,098 | $2,854-26.5% | $2,721-22.9% | $4,299-51.2% |
| Participant deferral / active EE | $4,102 | $4,454-7.9% | $4,175-1.8% | $6,507-37.0% |
| Admin fee / account holder | $16 | $5,568-99.7% | $5,349-99.7% | $12,624-99.9% |