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 | $94,737 | $110,257-14.1% | $96,544-1.9% | $139,434-32.1% |
| Participation rate | 65.2% | 78.1%-12.9pp | 76.0%-10.7pp | 80.3%-15.1pp |
| Annual return | 15.65% | 26.32%-10.7pp | 25.84%-10.2pp | 372.94%-357.3pp |
| Employer contribution / active EE | $1,809 | $3,620-50.0% | $2,965-39.0% | $4,751-61.9% |
| Participant deferral / active EE | $4,194 | $5,548-24.4% | $4,851-13.5% | $6,710-37.5% |
| Admin fee / account holder | $5 | $11,591-100.0% | $8,252-99.9% | $11,403-100.0% |