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 | $69,781 | $176,812-60.5% | $146,665-52.4% | $167,490-58.3% |
| Participation rate | 64.3% | 83.6%-19.3pp | 80.1%-15.8pp | 82.1%-17.8pp |
| Annual return | 14.00% | 24.03%-10.0pp | 22.74%-8.7pp | 478.56%-464.6pp |
| Employer contribution / active EE | $2,263 | $5,160-56.1% | $4,136-45.3% | $4,837-53.2% |
| Participant deferral / active EE | $3,589 | $6,440-44.3% | $5,506-34.8% | $6,341-43.4% |
| Admin fee / account holder | $262 | $13,259-98.0% | $10,280-97.5% | $12,309-97.9% |