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 | $73,270 | $127,386-42.5% | $115,037-36.3% | $125,391-41.6% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -1.12% | 31.28%-32.4pp | 26.14%-27.3pp | 282.22%-283.3pp |
| Employer contribution / active EE | $2,884 | $5,166-44.2% | $4,608-37.4% | $4,866-40.7% |
| Participant deferral / active EE | $6,035 | $6,423-6.0% | $6,026+0.1% | $5,352+12.8% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |