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 | $65,093 | $117,841-44.8% | $102,423-36.4% | $145,922-55.4% |
| Participation rate | 45.8% | 78.6%-32.8pp | 76.5%-30.7pp | 80.3%-34.4pp |
| Annual return | 10.70% | 31.65%-20.9pp | 29.32%-18.6pp | 561.29%-550.6pp |
| Employer contribution / active EE | $972 | $3,615-73.1% | $3,023-67.9% | $4,660-79.1% |
| Participant deferral / active EE | $2,049 | $5,731-64.2% | $5,053-59.4% | $6,688-69.4% |
| Admin fee / account holder | $1 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |