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 | $122,250 | $215,361-43.2% | $171,082-28.5% | $273,961-55.4% |
| Participation rate | 45.5% | 82.0%-36.6pp | 76.7%-31.2pp | 83.0%-37.6pp |
| Annual return | 8.29% | 25.14%-16.8pp | 32.56%-24.3pp | 41.45%-33.2pp |
| Employer contribution / active EE | $2,808 | $4,967-43.5% | $4,002-29.8% | $4,869-42.3% |
| Participant deferral / active EE | $3,657 | $5,543-34.0% | $4,797-23.8% | $5,287-30.8% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |