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 | $104,024 | $140,940-26.2% | $112,229-7.3% | $139,434-25.4% |
| Participation rate | 50.0% | 79.2%-29.2pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 13.98% | 32.71%-18.7pp | 30.20%-16.2pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,029 | $4,283-76.0% | $3,430-70.0% | $4,751-78.3% |
| Participant deferral / active EE | $10,581 | $5,874+80.1% | $4,798+120.5% | $6,710+57.7% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |