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 | $60,797 | $127,065-52.2% | $113,168-46.3% | $142,382-57.3% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 18.25% | 24.03%-5.8pp | 24.27%-6.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,148 | $3,442-66.6% | $2,975-61.4% | $4,299-73.3% |
| Participant deferral / active EE | $2,934 | $5,716-48.7% | $5,107-42.6% | $6,507-54.9% |
| Admin fee / account holder | $270 | $15,736-98.3% | $12,068-97.8% | $12,624-97.9% |