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 | $92,847 | $117,983-21.3% | $101,794-8.8% | $142,382-34.8% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 11.30% | 36.92%-25.6pp | 30.53%-19.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,191 | $2,773-57.0% | $2,289-48.0% | $4,299-72.3% |
| Participant deferral / active EE | $1,475 | $4,714-68.7% | $4,084-63.9% | $6,507-77.3% |
| Admin fee / account holder | $214 | $10,433-98.0% | $8,777-97.6% | $12,624-98.3% |