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 | $58,732 | $99,877-41.2% | $84,966-30.9% | $145,922-59.8% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | 13.53% | 83.76%-70.2pp | 66.38%-52.9pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,061 | $3,231-67.2% | $2,727-61.1% | $4,660-77.2% |
| Participant deferral / active EE | $2,214 | $5,291-58.2% | $4,519-51.0% | $6,688-66.9% |
| Admin fee / account holder | $63 | $7,248-99.1% | $6,149-99.0% | $13,397-99.5% |