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 | $124,526 | $162,781-23.5% | $133,956-7.0% | $158,922-21.6% |
| Participation rate | 42.9% | 83.2%-40.4pp | 79.8%-37.0pp | 82.0%-39.1pp |
| Annual return | 6.40% | 41.94%-35.5pp | 45.09%-38.7pp | 302.83%-296.4pp |
| Employer contribution / active EE | $1,160 | $4,975-76.7% | $3,919-70.4% | $4,761-75.6% |
| Participant deferral / active EE | $4,397 | $5,911-25.6% | $5,048-12.9% | $5,982-26.5% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |