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 | $55,440 | $117,841-53.0% | $102,423-45.9% | $145,922-62.0% |
| Participation rate | 65.0% | 78.6%-13.6pp | 76.5%-11.5pp | 80.3%-15.3pp |
| Annual return | 12.44% | 31.65%-19.2pp | 29.32%-16.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,159 | $3,615-67.9% | $3,023-61.7% | $4,660-75.1% |
| Participant deferral / active EE | $3,165 | $5,731-44.8% | $5,053-37.4% | $6,688-52.7% |
| Admin fee / account holder | $77 | $13,326-99.4% | $9,451-99.2% | $13,397-99.4% |