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 | $87,750 | $116,175-24.5% | $93,606-6.3% | $152,861-42.6% |
| Participation rate | 53.3% | 78.0%-24.7pp | 75.8%-22.5pp | 82.4%-29.1pp |
| Annual return | 26.12% | 35.96%-9.8pp | 32.76%-6.6pp | 345.32%-319.2pp |
| Employer contribution / active EE | $1,834 | $3,218-43.0% | $2,718-32.5% | $4,762-61.5% |
| Participant deferral / active EE | $3,037 | $4,603-34.0% | $4,069-25.4% | $5,850-48.1% |
| Admin fee / account holder | $49 | $10,748-99.5% | $7,888-99.4% | $11,596-99.6% |