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 | $59,257 | $113,935-48.0% | $94,224-37.1% | $125,391-52.7% |
| Participation rate | 66.7% | 82.9%-16.2pp | 78.8%-12.1pp | 83.2%-16.5pp |
| Annual return | 0.53% | 5.29%-4.8pp | 10.68%-10.2pp | 282.22%-281.7pp |
| Employer contribution / active EE | $1,010 | $4,727-78.6% | $3,587-71.8% | $4,866-79.2% |
| Participant deferral / active EE | $2,180 | $5,179-57.9% | $4,320-49.6% | $5,352-59.3% |
| Admin fee / account holder | $29 | $8,391-99.7% | $6,269-99.5% | $9,540-99.7% |