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 | $109,119 | $149,734-27.1% | $118,925-8.2% | $158,922-31.3% |
| Participation rate | 57.1% | 82.1%-24.9pp | 75.4%-18.2pp | 82.0%-24.8pp |
| Annual return | 16.62% | 19.95%-3.3pp | 35.88%-19.3pp | 302.83%-286.2pp |
| Employer contribution / active EE | $1,138 | $4,115-72.3% | $3,263-65.1% | $4,761-76.1% |
| Participant deferral / active EE | $2,484 | $5,223-52.4% | $4,265-41.8% | $5,982-58.5% |
| Admin fee / account holder | $10 | $8,603-99.9% | $6,581-99.8% | $11,246-99.9% |