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 | $58,550 | $112,096-47.8% | $95,952-39.0% | $158,922-63.2% |
| Participation rate | 40.0% | 79.0%-39.0pp | 77.1%-37.1pp | 82.0%-42.0pp |
| Annual return | 19.27% | 171.09%-151.8pp | 91.61%-72.3pp | 302.83%-283.6pp |
| Employer contribution / active EE | $769 | $3,198-75.9% | $2,541-69.7% | $4,761-83.8% |
| Participant deferral / active EE | $2,693 | $4,784-43.7% | $4,167-35.4% | $5,982-55.0% |
| Admin fee / account holder | $138 | $10,130-98.6% | $6,795-98.0% | $11,246-98.8% |