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 | $89,717 | $109,881-18.4% | $150,045-40.2% | $84,808+5.8% |
| Participation rate | 69.0% | 76.1%-7.0pp | 82.3%-13.3pp | 68.3%+0.7pp |
| Annual return | 27.22% | 28.25%-1.0pp | 62.55%-35.3pp | 40.90%-13.7pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,344 | $6,636-4.4% | $7,997-20.7% | $4,212+50.6% |
| Admin fee / account holder | $5 | $8,568-99.9% | $13,435-100.0% | $7,344-99.9% |