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 6-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 | $104,937 | $118,849-11.7% | $96,562+8.7% | $167,490-37.3% |
| Participation rate | 33.3% | 75.5%-42.1pp | 69.8%-36.5pp | 82.1%-48.8pp |
| Annual return | 12.99% | 50.49%-37.5pp | 37.78%-24.8pp | 478.56%-465.6pp |
| Employer contribution / active EE | $1,027 | $3,120-67.1% | $2,356-56.4% | $4,837-78.8% |
| Participant deferral / active EE | $2,064 | $4,616-55.3% | $3,849-46.4% | $6,341-67.4% |
| Admin fee / account holder | $202 | $8,065-97.5% | $6,181-96.7% | $12,309-98.4% |