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 | $69,847 | $114,381-38.9% | $107,525-35.0% | $142,382-50.9% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 18.60% | 242.71%-224.1pp | 181.32%-162.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,339 | $4,015-66.6% | $3,754-64.3% | $4,299-68.9% |
| Participant deferral / active EE | $2,509 | $5,564-54.9% | $5,116-51.0% | $6,507-61.4% |
| Admin fee / account holder | $40 | $9,860-99.6% | $8,919-99.6% | $12,624-99.7% |