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 | $89,623 | $112,881-20.6% | $90,951-1.5% | $158,922-43.6% |
| Participation rate | 36.4% | 74.7%-38.4pp | 69.0%-32.6pp | 82.0%-45.6pp |
| Annual return | 14.17% | 215.79%-201.6pp | 134.60%-120.4pp | 302.83%-288.7pp |
| Employer contribution / active EE | $601 | $2,893-79.2% | $2,122-71.7% | $4,761-87.4% |
| Participant deferral / active EE | $4,136 | $4,128+0.2% | $3,373+22.6% | $5,982-30.9% |
| Admin fee / account holder | $158 | $8,041-98.0% | $5,959-97.3% | $11,246-98.6% |