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 | $47,644 | $91,037-47.7% | $71,671-33.5% | $147,584-67.7% |
| Participation rate | 66.7% | 76.1%-9.5pp | 68.7%-2.1pp | 82.8%-16.2pp |
| Annual return | 20.96% | 20.48%+0.5pp | 20.65%+0.3pp | 578.55%-557.6pp |
| Employer contribution / active EE | $2,735 | $3,327-17.8% | $2,460+11.2% | $4,876-43.9% |
| Participant deferral / active EE | $6,933 | $4,498+54.1% | $3,438+101.7% | $5,439+27.5% |
| Admin fee / account holder | $287 | $8,613-96.7% | $5,558-94.8% | $10,885-97.4% |