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 | $101,518 | $152,587-33.5% | $125,175-18.9% | $152,861-33.6% |
| Participation rate | 42.9% | 83.3%-40.5pp | 79.8%-36.9pp | 82.4%-39.6pp |
| Annual return | 21.71% | 54.84%-33.1pp | 43.79%-22.1pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,177 | $4,946-76.2% | $3,865-69.5% | $4,762-75.3% |
| Participant deferral / active EE | $4,896 | $5,868-16.6% | $4,937-0.8% | $5,850-16.3% |
| Admin fee / account holder | $282 | $13,434-97.9% | $9,702-97.1% | $11,596-97.6% |