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 | $88,267 | $124,281-29.0% | $109,143-19.1% | $167,490-47.3% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 19.61% | 26.04%-6.4pp | 25.75%-6.1pp | 478.56%-458.9pp |
| Employer contribution / active EE | $1,329 | $4,207-68.4% | $3,722-64.3% | $4,837-72.5% |
| Participant deferral / active EE | $4,912 | $5,255-6.5% | $4,653+5.6% | $6,341-22.5% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |