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 | $63,472 | $103,376-38.6% | $87,100-27.1% | $152,861-58.5% |
| Participation rate | 61.1% | 79.3%-18.2pp | 76.9%-15.8pp | 82.4%-21.3pp |
| Annual return | 13.73% | 28.10%-14.4pp | 28.19%-14.5pp | 345.32%-331.6pp |
| Employer contribution / active EE | $852 | $3,220-73.5% | $2,521-66.2% | $4,762-82.1% |
| Participant deferral / active EE | $2,746 | $4,778-42.5% | $4,049-32.2% | $5,850-53.1% |
| Admin fee / account holder | $261 | $12,205-97.9% | $7,497-96.5% | $11,596-97.8% |